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Subject:  Re: bond fund vs balanced fund??? Date:  11/21/2001  2:01 PM
Author:  brucedoe Number:  2466 of 35576

You might be interested in buying both Wellington (about 60% stock and 40% bonds) (WELIX) and Wellesley (about 60% bonds and 40% stocks) (I think it is WINIX). Then you will be about 50-50 stocks and bonds. Wellesley is called an income fund so they have lots of dividend paying stocks in their portfolio. Over the long haul you will average about 10% increase in each per year. Wellesley had two down years in the 1990s and neither was big because of the income and the early 1990s had one of the worst bond markets on record (1994). I used to have both of these but made a mistake and got out early last year when it looked like Wellesl