… frequently switching things around too much...at least that is my hope. Frankly I could be very happy with some sort of VWIAX/ VWINX /WHGIX combination...but hesitant to but all eggs in such a few baskets. All questions/thoughts/comments are welcome …
How many times can we post about VWINX ,PAUIX and PDI? PDI is the best thing that I can remember in the CEF world. Great risk/reward from a great manager. PDI now …
… Disc FSCRX Small Blend -1% Vanguard Wellington VWELX Mod Allocation 2% Yacktman YACKX Large Blend 2% Vanguard Wellsly Inc VWINX Conserv Allocation 2% Fidelity Flt Rt High Inc FFRHX Bank Loan 1% Dodge & Cox Intl Stk DODFX Foreign Lg Blend 4% Primecap …
… buys me a Beer everytime we meet... which is a good thing! Since he Had it all sitting in VBMFX for several Yrs.. 33% in VWINX /Wellesly 33% In PONDX 33% VBILX We were thinking ( which is probably a Bad Thing) while at the Pub over a Few Beers …
… vtiax) 1% My Ira and wife's 403b and 457 combined -$1,110,000. Vanguard wellington(vwelx) 5% Vanguard wellesley( vwinx ) 1% Dodge and cox inc(dodix) 5% Loomis sayles bond(lsbdx) 5% Pimco tot ret(pttrx) 5% Pimco infl resp multi asst …
… mutual funds and spend considerable time reviewing different funds. Please give me some reasons why I should not put 100% in VWINX and forget it. Returns of -9.84% in 2008, 5 year return of +8.29%, 10 year return of +7.72% and 15 year return …
… new crop of income-focused funds as a big improvement over stalwarts like Vanguard Wellington VWELX, Vanguard Wellesley Income VWINX , American Funds Capital Income Builder CAIBX, and Franklin Income FKINX. All of these funds have long …
I have SS and Small Pension. Wife working one more year who has sizable 401K. Constructed conservative port with 4.5% drawdown. 40%stocks 60%bonds thru x-ray Vwinx 20% Tibix 20% Pimix 10% Prrsx 10% Pauix 10% Whgix 10% Mapix 10% Ostix 5% Tgeix 5%
… question is how would you go about investing for this scenario? I have considered using balanced or neutral funds (maybe PRPFX or VWINX ), a target retirement fund for 2020 or 2025, or my CPA advises (since it's a small amount) trying to hit a home run with …
Anyone out there getting a little nervous regarding the extended bond durations of these two funds? I noticed that EXDAX has a much shorter bond duration for a balanced fund, but hate to switch. My overall IRA portfolio states 3.7 year bond duration, so I guess there is no reason to panic yet! ...