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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.
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...
12 de dez. de 2019 · posted on 2:04 am. Have you heard of the Vanguard Wellington Fund? VWELX (investors shares) or VWENX (admiral shares) is my #1 fund for retirees. This guide explains wha is the Vanguard Wellington (VWELX, VWENX), who should buy it and how is it performing.
