I have about 75K of vpdfx . I have it for the monthly payout. The 60% return of capital in the monthly dividends worries me. I emailed vanguard and their …
VPDFX distributed $1.19/share this week, obviously a special payout. The record date was Wed, NAV=$15.68. The reinvest …
… positions (100% longs, 100% shorts) and these are not reflected properly in its M* Portfolio tab. Managed-payout funds VPDFX , VPGDX, VPGFX hold varying amounts of VMNFX and their portfolios also don't reflect longs and shorts correctly. I know …
… Vanguard Market Neutral Fund VMNFX with ER 1.8% and minimum of $250K is a part of the Vanguard Managed Payout Fund series ( VPDFX , VPGDX, VPGFX). In each sector, it holds approximately the same percentages of long and short positions. The longs are …
… a DIY annuity. Used Vwiax as my core. fund % wt. vwiax 40 vpdfx 24 vwehx 11 vwesx 5 vficx 9 Pauix 11 I am worried that the mgt ..... Would a multi sector bond fund be better choice to replace, vpdfx & vwehx? I am retired and 60 yrs, young. I do not need to …
For retirees looking for yield from their portfolios maybe this two fund portfolio could work. Combine VWINX and VPDFX that is it. It is fairly diversified with a touch of foreign investments. It would be easy to track. For indexers you get lots …
… think it is necessary. The portfolio I am considering consists of the following funds and allocation percentage. VWINX 15% VPDFX 15% DODIX 15% DODGX 10% DODFX 10% PAUIX 10% OAKBX 10% ADVDX 5% DBLTX 5% FFRHX 5% Most of these funds I already own …
… launched only three of them: Vanguard Managed Payout Growth Focus VPGFX, Growth and Distribution VPGDX, and Distribution Focus VPDFX . Each fund's goal is to make an annual dividend payout to investors without returning capital. Schwab's Monthly Income …
from $0.0889/month to $0.0898/month, an increase of about 1%. Inflation, in 2010, was about 1.7%
Ok folks here is my shot at a retirement portfolio you can live with. Equal doses of IVWIV, VPDFX , VWINX,VWELX. This is simple and fairly conservative. It produces 3.80% yield and covers all the bases for you if that …