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The One-Fund Lazy Retirement Income Portfolio: (VWIAX)

TedTed
edited April 2015 in Fund Discussions
FYI: Investors that take a natural interest in the art of investing prefer to dedicate their time to being well-informed of new cutting edge investment themes, emerging trends, and economic prospects. But what about the retirement investor that doesn't have the predisposition for spending hours in front of a computer screen, researching and debating these important issues?
Regards,
Ted
http://www.marketwatch.com/story/the-one-fund-lazy-retirement-income-portfolio-2015-04-28/print

M* Snapshot Of VWIAX: http://www.morningstar.com/funds/XNAS/VWIAX/quote.html

Lipper Snapshot Of VWIAX: http://www.marketwatch.com/investing/fund/vwiax

VWIAX /VWINX Is Ranked #4 In The (CA) Funds Category By U.S. News & World Report:
http://money.usnews.com/funds/mutual-funds/conservative-allocation/vanguard-wellesley®-income-fund/vwinx

Comments

  • edited April 2015
    I sold this fund about four years ago due to concerns about rising interest rates. Silly me! This retiree could fashion a fairly simple "all weather, total return retirement portfolio" I would be comfortable with by combining VWIAX with BERIX, FPACX, SGENX, and RPHYX (those 4 are in my present portfolio). RPHYX would hold enough to see me through about 15 months of planned withdrawals. My brokerage account always also has at least enough cash to take care of my next planned quarterly withdrawal.
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