Hi Ras,
He's added some Vanguard Wellesley Income Fund to both.
Seems strange to me that he'd put Wellesly in a fixed-income
portfolio. It's 1/3 stocks.
And it definitely increased the stock holdings in the balanced fund
and lowered the bond holdings.
I'm going to post my summary here, so if you read it (and between the
lines) you will know the other move he made.
Actually, there's some good discussions about it int the comments
sections of my blog that you might enjoy.
Happy New Year, my friend. Say hi to Reporter if you are in touch with
him.