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<blockquote data-quote="Son of Butch" data-source="post: 1480295" data-attributes="member: 14585"><p>I own 8 vanguard mutual funds. In hindsight I would have been better off putting it all in the Health Care fund 5-6 years ago and just let it ride. I try to be a conservative investor and chose 8 funds for diversity to try to limit my risk.</p><p>But even so my current asset mix is 80% stocks and 20% bonds which many would say is not a conservative mix.</p><p>Wellesley Funds are made up of 2/3 bonds 1/3 stocks. Wellington Funds are 1/3 bonds 2/3 stocks other 4 are 100% </p><p>stocks. I know many have done better during this bull market, but I'm happy with my 5 year average.</p><p>Current funds owned from highest % of my portfolio to lowest.</p><p></p><p>Total Stock Index Fund 6.1% ytd <strong>up 21.17% in last 12 months</strong> with 15.55% 5 year average</p><p>Wellesly Income Fund 1.08% ytd 10.2% 1 yr return 7.31% 5 yr</p><p>Wellington Fund 3.49% ytd 14.72% 1 yr 10.86% 5 yr average</p><p></p><p>Global Minimum Volatility 3.79 ytd 15.93 1 yr</p><p>Health Care Fund 6.45 ytd 19.61 1 yr and <strong>17.68% 5 year average</strong></p><p>High Dividend Yield 4.66 ytd 16.37 1yr 14.99 5 yr</p><p></p><p>Global Wellington Fund up 5.55% since purchasing 11/1/17</p><p>Global Wellesley Fund up 2.3% since purchasing 11/1/17</p><p></p><p>2 Funds that I'm considering buying to move some of my TSIF holdings into come spring are:</p><p>R.E.I.T. <span style="color: #FF0000"><strong>-2.88% ytd</strong></span> 4.94% 1 yr 9.24% 5 yr 7.65% 10 yr average</p><p>Precious Metals & Mining 1.03% ytd 13.75% 1 yr <span style="color: #FF0000"><strong>-7.02% 5 yr and -6.6% 10 yr average</strong></span></p><p></p><p>Money Market Fund is the safest, but only pays 0.25% per year and that doesn't even keep up with inflation.</p></blockquote><p></p>
[QUOTE="Son of Butch, post: 1480295, member: 14585"] I own 8 vanguard mutual funds. In hindsight I would have been better off putting it all in the Health Care fund 5-6 years ago and just let it ride. I try to be a conservative investor and chose 8 funds for diversity to try to limit my risk. But even so my current asset mix is 80% stocks and 20% bonds which many would say is not a conservative mix. Wellesley Funds are made up of 2/3 bonds 1/3 stocks. Wellington Funds are 1/3 bonds 2/3 stocks other 4 are 100% stocks. I know many have done better during this bull market, but I'm happy with my 5 year average. Current funds owned from highest % of my portfolio to lowest. Total Stock Index Fund 6.1% ytd [b]up 21.17% in last 12 months[/b] with 15.55% 5 year average Wellesly Income Fund 1.08% ytd 10.2% 1 yr return 7.31% 5 yr Wellington Fund 3.49% ytd 14.72% 1 yr 10.86% 5 yr average Global Minimum Volatility 3.79 ytd 15.93 1 yr Health Care Fund 6.45 ytd 19.61 1 yr and [b]17.68% 5 year average[/b] High Dividend Yield 4.66 ytd 16.37 1yr 14.99 5 yr Global Wellington Fund up 5.55% since purchasing 11/1/17 Global Wellesley Fund up 2.3% since purchasing 11/1/17 2 Funds that I'm considering buying to move some of my TSIF holdings into come spring are: R.E.I.T. [color=#FF0000][b]-2.88% ytd[/b][/color] 4.94% 1 yr 9.24% 5 yr 7.65% 10 yr average Precious Metals & Mining 1.03% ytd 13.75% 1 yr [color=#FF0000][b]-7.02% 5 yr and -6.6% 10 yr average[/b][/color] Money Market Fund is the safest, but only pays 0.25% per year and that doesn't even keep up with inflation. [/QUOTE]
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