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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
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.
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.
9 de jun. de 2011 · The stock portfolio in Wellesley income is only 66 stocks and that of Wellington is 102. You also will not have any exposure to TIPs in the bond portfolio. You may not see high inflation again in your lifetime, but it is a significant risk for a retiree.
11 de ago. de 2023 · If you’re a retiree who’s not especially knowledgeable about investing and you want a simple way to avoid running out of money, I’m not taking much risk by recommending Vanguard’s Wellington...
6 de jun. de 2019 · So what would be the downside, if any, for someone in retirement to invest 50/50 in both Wellington and Wellesley? It gives you a roughly 50% stocks and 50% bonds allocation. Thank you in...
