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23 de ago. de 2021 · Vanguard has a series of funds that are suited for retirees, including the Wellesley Income Fund Investors Shares, Wellesley Income Admiral Fund, Equity Income Fund Investor Shares, and...
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 retirees.
- Paul A. Merriman
- paul@paulmerriman.com
13 de dez. de 2020 · A 60/40 blend of Wellesley/Wellington=more conservative. This has proven to be a "go-to" for retirees for decades. Wellington & Wellesley are two of three funds in my portfolio. I don't allocate them in any ratio as suggested above because each fund serves a different purpose.
20 de fev. de 2021 · Every investor is different, but as a general guideline, if you are in retirement, you may want to lean more toward Wellesley than Wellington. Wellesley’s higher-yielding stocks and bigger bond component will cushion losses more in a downturn.
11 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 retirees.
5 de jun. de 2016 · published 5 June 2016. Vanguard customers, especially retirees who want income-producing funds, can rest easy. Between the firm’s many index funds and its actively managed portfolios, investors...
4 de jun. de 2020 · The Vanguard Wellesley Income and Wellington funds provide investors an opportunity to easily add high-quality stocks and bonds to help inoculate portfolios against future market downturns.
