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19 de jul. de 2010 · Wellington and Wellesley are both great funds with an awesome track record, but for a two-fund investment plan personally I would be more comfortable with a 50% - 50% split between Global Equity VHGEX and Intermediate Treasury VFITX.

14 de ago. de 2023 · A 50/50 combination of Wellington and Wellesley Income results in an overall target allocation of 50% equities, 50% bonds, which should fall squarely into the comfort zone of many...

6 de jun. de 2019 · A 50/50 investment in Wellington + the Vanguard S&P 500 fund came in 2 nd, with the Wellesley fund coming in 3 rd. A 50/50 investment in Wellesley + the S&P 500 fund also did well,...

26 de dez. de 2021 · The most important thing is how risky you want your portfolio. As others have said wellington is 65% stocks and wellesley 35% stocks. Wellesley has lower risk but the lower expected return. Some folks on other popular forums like a 50:50 mix of wellington and wellesley for a 50% stock to bond mix.

18 de set. de 2012 · Considering 50/50 mix of Wellsley, Wellington. For people who use Wellsley as a core holding (I keep 40% (400K) of my IRA's in Wellsley ). Anyone else considering a shift to 50% Wellesley / 50% Wellington to achieve a 50/50 mix. I have relatively secure defined pension's that more than cover our living expenses.