January 4, 2011, Vanguard Wellesley Income Fund
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honeybee
Jan 9, 2011, 12:24:48 PM1/9/11
to brinker-moneytalk-and-marketim...@googlegroups.com
January 4, 2011, Vanguard Wellesley Income Fund
January 4, 2011....On a recent Moneytalk program, Bob Brinker talked about the Vanguard Wellesley Income Fund (VWINX). He spoke very positively about it and said it was a great fund.
Vanguard Wellesley is one of the oldest Vanguard Funds. It was started 40 years ago. It is basically 1/3 stocks and 2/3 bonds.
Phillip Morris is included in its top-10 stock holdings. Its bond maturity is 9.4 years and duration 6.3, which is definitely not short-term.
While this may appear to be a conservative fund, it can be very volatile and the NAV can drop like a rock if interest rates go up and/or the stock market goes down.
Vanguard Wellesley Income Fund [LINK]
SJ Al sent this astonishingly beautiful picture of Yosemite Half-Dome:
Vanguard Wellesley is one of the oldest Vanguard Funds. It was started 40 years ago. It is basically 1/3 stocks and 2/3 bonds.
Phillip Morris is included in its top-10 stock holdings. Its bond maturity is 9.4 years and duration 6.3, which is definitely not short-term.
While this may appear to be a conservative fund, it can be very volatile and the NAV can drop like a rock if interest rates go up and/or the stock market goes down.
Vanguard Wellesley Income Fund [LINK]
SJ Al sent this astonishingly beautiful picture of Yosemite Half-Dome:
honeybee
Jan 9, 2011, 4:59:15 PM1/9/11
to Bob Brinker Moneytalk and Marketimer discussions with The Beehive Buzz
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On Jan 9, 9:24 am, honeybee <mshoneyr...@hotmail.com> wrote:
> January 4, 2011, Vanguard Wellesley Income Fund<http://honeysbobbrinkerbeehivebuzz2.blogspot.com/2011/01/january-4-20...>
>
> http://honeysbobbrinkerbeehivebuzz2.blogspot.com/
right hand column.
On Jan 9, 9:24 am, honeybee <mshoneyr...@hotmail.com> wrote:
> January 4, 2011, Vanguard Wellesley Income Fund<http://honeysbobbrinkerbeehivebuzz2.blogspot.com/2011/01/january-4-20...>
> January 4, 2011....On a recent Moneytalk program, Bob Brinker talked about
> the Vanguard Wellesley Income Fund (VWINX). He spoke very positively about
> it and said it was a great fund.
>
> Vanguard Wellesley is one of the oldest Vanguard Funds. It was started 40
> years ago. It is basically 1/3 stocks and 2/3 bonds.
>
> Phillip Morris is included in its top-10 stock holdings. Its bond maturity
> is 9.4 years and duration 6.3, which is definitely not short-term.
>
> While this may appear to be a conservative fund, it can be very volatile and
> the NAV can drop like a rock if interest rates go up and/or the stock market
> goes down.
>
> Vanguard Wellesley Income Fund [LINK]<https://personal.vanguard.com/us/funds/snapshot?FundId=0027&FundIntEx...>
> the Vanguard Wellesley Income Fund (VWINX). He spoke very positively about
> it and said it was a great fund.
>
> Vanguard Wellesley is one of the oldest Vanguard Funds. It was started 40
> years ago. It is basically 1/3 stocks and 2/3 bonds.
>
> Phillip Morris is included in its top-10 stock holdings. Its bond maturity
> is 9.4 years and duration 6.3, which is definitely not short-term.
>
> While this may appear to be a conservative fund, it can be very volatile and
> the NAV can drop like a rock if interest rates go up and/or the stock market
> goes down.
>
>
> SJ Al sent this astonishingly beautiful picture of Yosemite Half-Dome:
>
> <https://lh6.googleusercontent.com/_Td9NhwukPQo/TSnvP8BtmsI/AAAAAAAAAD...>
> SJ Al sent this astonishingly beautiful picture of Yosemite Half-Dome:
>
>
> http://honeysbobbrinkerbeehivebuzz2.blogspot.com/
rasputin
Jan 9, 2011, 5:44:08 PM1/9/11
to Bob Brinker Moneytalk and Marketimer discussions with The Beehive Buzz
hey honeybee,
So what's this change in the Balanced and Fixed portfolios Bob's
referring to in his show today?
Sorry I've just been a lurker and then show up just to ask a question.
How them cats doin'? Ours are great. We snatched up a total stray
and very wild kitty from outside last winter. He's like the best cat
now. Strays just seem more appreciative than our pampered purebreds
(Burmese and Abyssinians). But they're both snuggle kitties too.
So what's this change in the Balanced and Fixed portfolios Bob's
referring to in his show today?
Sorry I've just been a lurker and then show up just to ask a question.
How them cats doin'? Ours are great. We snatched up a total stray
and very wild kitty from outside last winter. He's like the best cat
now. Strays just seem more appreciative than our pampered purebreds
(Burmese and Abyssinians). But they're both snuggle kitties too.
honeybee
Jan 10, 2011, 10:41:39 PM1/10/11
to Bob Brinker Moneytalk and Marketimer discussions with The Beehive Buzz
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.
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.
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