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Subject:  Re: Wellesley Income Fund Date:  3/12/2003  8:32 AM
Author:  drnonlinear Number:  35891 of 88074


What do you mean REITs have had a good run? Take a look at this chart:

I think you are confusing record single-family home prices for REIT performance. REITs have had a decent setback of late and I believe are ready to be attractive buys.

Off the top of my head, I'd do this:
Final allocation:
Health sci 10%
Capital opp 10%
Wellington 40%

I'd build up these positions, dollar-cost averaging over 6 months. Keep the final 20% in short-term corporates (I believe Vanguard has a fund for that).


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