I am retiring in a couple of months. I have 20% in VWIAX and 20% in BERIX with the rest in cash. What would be 3 funds (or more if necessary) that you would recommend that I add for …
I invest in Vanguard Wellesley for the largest part of my income portfolio. I put a much smaller amount in some of the high yielding (but much riskier) REITs.
… would maintain when the wife has to go into a NHome, etc.. -Retired -Only need 3% apy out of the Savings I told him I would Let Him know.. I'm thinking a Simple 75/25 to a 50/50 in VWINX/ VWIAX and VBMFX What do you think?
… quality laddered bond fund to help make an asset allocation of: · 40-50% Blue Chip Stocks –Currently using VDIGX, VWENX, VWIAX , VTINX) · 35-40% High quality Corp and Sovereign laddered bonds – (Using VTINX, help needed here) · 10-15% Precious …
In my taxable portfolio, I have: VWIAX Wellesley Inc Adm 15.5% VBIRX Short Trm Bond Ind Adm 54.6% VMMXX Money Market 14.7% CD 15.2% I would like to have advice …
… below are only for mine. invested as follows. hcn-2.5% vwiax -11% prwcx-21% fpacx-21 balance split almost evenly between ..... biv, cash i'm thinking of the doing following switches: vwiax to vwelx vwehx to mwhyx vipsx to eiblx cash and hcn to berix …
… d have over $500,000 by end of 2010 and that's just Invested into VWELX fund. And Then Converted it over to VWINX/ VWIAX ? Could take out 4% yr ? I'd Have (a) $20,000 yr and (b) The Principal Savings would go to my Family when I died …
… using a TDF ( TargetDateFund) but he's not too impressed with them either.. - Simple 3 fund Portfolio? 50% In VWINX/ VWIAX and the other 50% in Bonds. 25% In VBILX and 25% in VFIIX ( GNMA). -Gives him about a 20/80 Port, Very Low Risk …
In a two fund portfolio consisting of VWIAX & VTINX which one should be in a taxable account and which one in tax deferred?
Seeing as VWINX Just broke +8% apy past 15 yrs ( VWIAX 8.1%)... Wondering what would be a Index Portfolio to equal the ave 40/60 in VWINX? Vanguard Wellesley Income Inv (VWINX) Fund Performance and Returns Then Using PERFORMANCE Tab for past 3,5,10,15 yr Rtns Click on Expand Click on Compare to add ...