Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
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Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
I have question between two active funds-
If I want portion of my funds in active and if I am given two option what would you prefer?
One is 100% vwelx Wellington and another 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
From 2005 to 2021 comparison shows that vdigx\vbtlx combination had similar performance to wellington with same returns and far lower draw downs. It also bet the balanced fund. Am I missing anything.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
From 2011 to 2021 the Same. Similar performance but far lower draw downs.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
If I want portion of my funds in active and if I am given two option what would you prefer?
One is 100% vwelx Wellington and another 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
From 2005 to 2021 comparison shows that vdigx\vbtlx combination had similar performance to wellington with same returns and far lower draw downs. It also bet the balanced fund. Am I missing anything.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
From 2011 to 2021 the Same. Similar performance but far lower draw downs.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Probably Wellington. I'm in retirement. Look at PV with 55$/mo wd.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
I guess Sharp ratio has to be taken in context of cagr.
15/85 might have best Sharp ratio, but not best SWR Max.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
I guess Sharp ratio has to be taken in context of cagr.
15/85 might have best Sharp ratio, but not best SWR Max.
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
VDIGX went through a change in 2002 conversion from a utilities fund to the active fund so I would not go back to 2001.MIretired wrote: ↑Sun Oct 24, 2021 10:23 am Probably Wellington. I'm in retirement. Look at PV with 55$/mo wd.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
I guess Sharp ratio has to be taken in context of cagr.
15/85 might have best Sharp ratio, but not best SWR Max.
I did the change to 2005 both vwelx and vdigx\vbtlx are the same.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
True. I didn't remember that date: 2002.invest2bfree wrote: ↑Sun Oct 24, 2021 10:33 amVDIGX went through a change in 2002 conversion from a utilities fund to the active fund so I would not go back to 2001.MIretired wrote: ↑Sun Oct 24, 2021 10:23 am Probably Wellington. I'm in retirement. Look at PV with 55$/mo wd.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
I guess Sharp ratio has to be taken in context of cagr.
15/85 might have best Sharp ratio, but not best SWR Max.
I did the change to 2005 both vwelx and vdigx\vbtlx are the same.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
But I'll add another aside: I wouldn't go that active, just in case.
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Okay thanks. To get wellington admiral shares you need to be in Vanguard which is bummer for me since this is 401k and it is in fidelity.MIretired wrote: ↑Sun Oct 24, 2021 10:39 amTrue. I didn't remember that date: 2002.invest2bfree wrote: ↑Sun Oct 24, 2021 10:33 amVDIGX went through a change in 2002 conversion from a utilities fund to the active fund so I would not go back to 2001.MIretired wrote: ↑Sun Oct 24, 2021 10:23 am Probably Wellington. I'm in retirement. Look at PV with 55$/mo wd.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
I guess Sharp ratio has to be taken in context of cagr.
15/85 might have best Sharp ratio, but not best SWR Max.
I did the change to 2005 both vwelx and vdigx\vbtlx are the same.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
But I'll add another aside: I wouldn't go that active, just in case.
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Also, you know, Wellngtn has more indiv. Securities than vdigx.
And I can't figure if vdigx was just luck in 2008.
eg: Energy, VLE, looks like good bet right now. But that is market timing.
Don't know vdigx's secret sauce, so would just have to trust them.
And I can't figure if vdigx was just luck in 2008.
eg: Energy, VLE, looks like good bet right now. But that is market timing.
Don't know vdigx's secret sauce, so would just have to trust them.
Last edited by MIretired on Sun Oct 24, 2021 11:03 am, edited 1 time in total.
- anon_investor
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
If you have brokerage link, should do 65% VIG/35% BIV, that will get you closer to Wellington. Plus commission free at Fidelity.invest2bfree wrote: ↑Sun Oct 24, 2021 10:52 amOkay thanks. To get wellington admiral shares you need to be in Vanguard which is bummer for me since this is 401k and it is in fidelity.MIretired wrote: ↑Sun Oct 24, 2021 10:39 amTrue. I didn't remember that date: 2002.invest2bfree wrote: ↑Sun Oct 24, 2021 10:33 amVDIGX went through a change in 2002 conversion from a utilities fund to the active fund so I would not go back to 2001.MIretired wrote: ↑Sun Oct 24, 2021 10:23 am Probably Wellington. I'm in retirement. Look at PV with 55$/mo wd.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
I guess Sharp ratio has to be taken in context of cagr.
15/85 might have best Sharp ratio, but not best SWR Max.
I did the change to 2005 both vwelx and vdigx\vbtlx are the same.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
But I'll add another aside: I wouldn't go that active, just in case.
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
VDIGX repeated the similar feat in 2020 sell off . 4% lower drawdown than vwelx. Half the drawdown than the Market. Very impressed by VDIGX.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Thanks, Iam looking for an active fund and VIG is not.anon_investor wrote: ↑Sun Oct 24, 2021 11:02 amIf you have brokerage link, should do 65% VIG/35% BIV, that will get you closer to Wellington. Plus commission free at Fidelity.invest2bfree wrote: ↑Sun Oct 24, 2021 10:52 amOkay thanks. To get wellington admiral shares you need to be in Vanguard which is bummer for me since this is 401k and it is in fidelity.MIretired wrote: ↑Sun Oct 24, 2021 10:39 amTrue. I didn't remember that date: 2002.invest2bfree wrote: ↑Sun Oct 24, 2021 10:33 amVDIGX went through a change in 2002 conversion from a utilities fund to the active fund so I would not go back to 2001.MIretired wrote: ↑Sun Oct 24, 2021 10:23 am Probably Wellington. I'm in retirement. Look at PV with 55$/mo wd.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
I guess Sharp ratio has to be taken in context of cagr.
15/85 might have best Sharp ratio, but not best SWR Max.
I did the change to 2005 both vwelx and vdigx\vbtlx are the same.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
But I'll add another aside: I wouldn't go that active, just in case.
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
- anon_investor
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Okay, it is the passive equivalent to VDIGX, it uses screens, commonly referred to as a "smart beta" fund. I own it.invest2bfree wrote: ↑Sun Oct 24, 2021 11:07 amThanks, Iam looking for an active fund and VIG is not.anon_investor wrote: ↑Sun Oct 24, 2021 11:02 amIf you have brokerage link, should do 65% VIG/35% BIV, that will get you closer to Wellington. Plus commission free at Fidelity.invest2bfree wrote: ↑Sun Oct 24, 2021 10:52 amOkay thanks. To get wellington admiral shares you need to be in Vanguard which is bummer for me since this is 401k and it is in fidelity.MIretired wrote: ↑Sun Oct 24, 2021 10:39 amTrue. I didn't remember that date: 2002.invest2bfree wrote: ↑Sun Oct 24, 2021 10:33 am
VDIGX went through a change in 2002 conversion from a utilities fund to the active fund so I would not go back to 2001.
I did the change to 2005 both vwelx and vdigx\vbtlx are the same.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
But I'll add another aside: I wouldn't go that active, just in case.
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
We use two active funds based on their history and belief it provides another form of diversification. Though not the focus of this discussion, there is significant discussion about the arguable concept that active management is more desired with bonds than stocks in a recent Kiplinger article. One of our two active funds is Wellington, and we feel it meets our purposes quite well. Evaluation of your personal circumstances is always a key concern that goes beyond fund analysis but includes it. In other words there are numerous excellent choices that are not excellent for a specific individual.
Tim
Tim
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Didn't notice 2020.
Too busy looking for bottom.
Did you compare anon's with vdigx/vbilx (invest grade bnds?)
Eta: also, I was probably wrong on 15/85 has best Sharpe ratio. Higher at 30/70?
Too busy looking for bottom.
Did you compare anon's with vdigx/vbilx (invest grade bnds?)
Eta: also, I was probably wrong on 15/85 has best Sharpe ratio. Higher at 30/70?
Last edited by MIretired on Sun Oct 24, 2021 11:20 am, edited 1 time in total.
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
What is the other one if you dont mind me asking?Nowizard wrote: ↑Sun Oct 24, 2021 11:12 am We use two active funds based on their history and belief it provides another form of diversification. Though not the focus of this discussion, there is significant discussion about the arguable concept that active management is more desired with bonds than stocks in a recent Kiplinger article. One of our two active funds is Wellington, and we feel it meets our purposes quite well. Evaluation of your personal circumstances is always a key concern that goes beyond fund analysis but includes it. In other words there are numerous excellent choices that are not excellent for a specific individual.
Tim
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Dan Kilbride will leave vdigx next year?
But, all in all, I like it, but only 50 equities. That can be bad or good. So you have to trust and--stay the course, until?
All equities are a bit of a can't see gamble. So.
But, all in all, I like it, but only 50 equities. That can be bad or good. So you have to trust and--stay the course, until?
All equities are a bit of a can't see gamble. So.
- jeffyscott
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
I think the bond component of Wellington may be more like intermediate investment grade (VFIDX) than the bond index. Maybe compare 65% VDIGX and 35% VFIDX to Wellington?
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
That's a good point. According to the Wellington strategy and policy "The remaining 30% to 40% of fund assets are invested mainly in investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, as well as mortgage-backed securities."jeffyscott wrote: ↑Sun Oct 24, 2021 12:45 pm I think the bond component of Wellington may be more like intermediate investment grade (VFIDX) than the bond index. Maybe compare 65% VDIGX and 35% VFIDX to Wellington?
Its fixed income is about 25-30% in Treasury/agency and MBS.
By contrast, Total Bond Market is about 65% in Treasury/agency and MBS.
VFIDX currently has little exposure to Treasury/agency and MBS (under 10% total).
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
If I had to choose, I'd pick Wellington. It holds more stocks than VDIGX (70 vs 50) and just slightly more international stocks (7% vs 5%).invest2bfree wrote: ↑Sun Oct 24, 2021 9:57 am I have question between two active funds-
If I want portion of my funds in active and if I am given two option what would you prefer?
One is 100% vwelx Wellington and another 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
One thing to consider is the type of bond fund. Try using an all Treasury bond fund in place of Total Bond It had slightly more growth and even less drawdown.invest2bfree wrote: ↑Sun Oct 24, 2021 9:57 am From 2005 to 2021 comparison shows that vdigx\vbtlx combination had similar performance to wellington with same returns and far lower draw downs. It also bet the balanced fund. Am I missing anything.
https://www.portfoliovisualizer.com/bac ... bol4=FBALX
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
In theory I think active management on the bond side is more defensible than in large cap stocks, but not sure at current low rates.
I think I would choose a different active fund or none at all but between just these two I'd probably go with the Wellington. Dividend Growth seems like a strange concept to me.
I think I would choose a different active fund or none at all but between just these two I'd probably go with the Wellington. Dividend Growth seems like a strange concept to me.
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
65/35 beating the 60/40 Balanced Fund is not surprising. In the real world, there is probably not a lot of difference among any of these choices. I do own some Wellington and Wellesely for their low cost active management. I would go for VTSAX instead of VDIGX but there are certainly worse choices in a tax advantaged account.
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Do you have any other active funds. I already hold VT in my taxable. I want to complement it with a active mutual fund.000 wrote: ↑Sun Oct 24, 2021 5:05 pm In theory I think active management on the bond side is more defensible than in large cap stocks, but not sure at current low rates.
I think I would choose a different active fund or none at all but between just these two I'd probably go with the Wellington. Dividend Growth seems like a strange concept to me.
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
I currently own no broad active funds however I look favorably upon all of Vanguard's active bond funds. For active equity funds I find Vanguard Global Equity (VHGEX) interesting because the managers can invest globally and the fund does not seem to have reached asset bloat yet.invest2bfree wrote: ↑Sun Oct 24, 2021 7:38 pm Do you have any other active funds. I already hold VT in my taxable. I want to complement it with a active mutual fund.
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Speaking of taxable, I would not hold either Wellington or Dividend Growth in taxable. They sometimes have rather hefty cap gains distributions to go along with their dividend distributions. So those funds are better suited in tax-deferred or tax-free accounts.
- willthrill81
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Despite John Bogle being the father of index funds, he kept a sizable portion of his wealth in Wellington for many years. He didn't seem to mind active investing if the costs were low, and that's certainly true of Wellington. The ER for the admiral version of the fund is only 16 basis points.
The Sensible Steward
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Thanks, VHGEX first time hearing it but the fund looks like a winner.000 wrote: ↑Sun Oct 24, 2021 7:48 pmI currently own no broad active funds however I look favorably upon all of Vanguard's active bond funds. For active equity funds I find Vanguard Global Equity (VHGEX) interesting because the managers can invest globally and the fund does not seem to have reached asset bloat yet.invest2bfree wrote: ↑Sun Oct 24, 2021 7:38 pm Do you have any other active funds. I already hold VT in my taxable. I want to complement it with a active mutual fund.
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
This for my 401k not for taxable.sycamore wrote: ↑Sun Oct 24, 2021 7:52 pm Speaking of taxable, I would not hold either Wellington or Dividend Growth in taxable. They sometimes have rather hefty cap gains distributions to go along with their dividend distributions. So those funds are better suited in tax-deferred or tax-free accounts.
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Thanks everyone for their feedback, I choose VDIGX and Iam going to pair it with VFITX OR VGIT.
The reason for choosing vdigx is the lowest amount drawdowns.
It beats vwelx and the balanced fund handsomely. This is the low volatility part of my portfolio.
Starting 2005 only a 23% drawdown same as Wellsey during 2007-2009-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
Starting 2019 Covid was just a blip down only 9%-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
The reason for choosing vdigx is the lowest amount drawdowns.
It beats vwelx and the balanced fund handsomely. This is the low volatility part of my portfolio.
Starting 2005 only a 23% drawdown same as Wellsey during 2007-2009-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
Starting 2019 Covid was just a blip down only 9%-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Wellington. The less I have to touch it (e.g. rebalancing), the better. Plus, with a name like Wellington…
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Drop it to 55/25 and throw a 20% splash of GLD in there and you are “golden”….for that time period. No pun intended….maybe.invest2bfree wrote: ↑Mon Oct 25, 2021 5:01 pm Thanks everyone for their feedback, I choose VDIGX and Iam going to pair it with VFITX OR VGIT.
The reason for choosing vdigx is the lowest amount drawdowns.
It beats vwelx and the balanced fund handsomely. This is the low volatility part of my portfolio.
Starting 2005 only a 23% drawdown same as Wellsey during 2007-2009-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
Starting 2019 Covid was just a blip down only 9%-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Gold is too financialized currently and is suffering the same fate as commodities.quattro73 wrote: ↑Mon Oct 25, 2021 7:58 pmDrop it to 55/25 and throw a 20% splash of GLD in there and you are “golden”….for that time period. No pun intended….maybe.invest2bfree wrote: ↑Mon Oct 25, 2021 5:01 pm Thanks everyone for their feedback, I choose VDIGX and Iam going to pair it with VFITX OR VGIT.
The reason for choosing vdigx is the lowest amount drawdowns.
It beats vwelx and the balanced fund handsomely. This is the low volatility part of my portfolio.
Starting 2005 only a 23% drawdown same as Wellsey during 2007-2009-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
Starting 2019 Covid was just a blip down only 9%-
https://www.portfoliovisualizer.com/bac ... ion3_2=100
I have 18% in small cap value which I think can take place of Gold.
I
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
I think I like this vdigx/vbilx as a core; maybe diversify the stocks some for me; scv good-- if this is any consolation (meaning I'm at least on board with it.)
Looks like you did some homework. The only faangm stks it has is m*soft.
I always liked the idea; just couldn't bring myself to go all in.
Yea, and as far as a retired person, the Sharpe ratio vs cagr will surely depend on whether a bull market or sideways/bear, for SWR Max.
Looks like it's the vbtlx treasuries is what pulls it through for drawdown insurance.
Hope it works out for you.
Looks like you did some homework. The only faangm stks it has is m*soft.
I always liked the idea; just couldn't bring myself to go all in.
Yea, and as far as a retired person, the Sharpe ratio vs cagr will surely depend on whether a bull market or sideways/bear, for SWR Max.
Looks like it's the vbtlx treasuries is what pulls it through for drawdown insurance.
Hope it works out for you.
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Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
Thanks for the tip.invest2bfree wrote: ↑Sun Oct 24, 2021 8:15 pmThanks, VHGEX first time hearing it but the fund looks like a winner.000 wrote: ↑Sun Oct 24, 2021 7:48 pmI currently own no broad active funds however I look favorably upon all of Vanguard's active bond funds. For active equity funds I find Vanguard Global Equity (VHGEX) interesting because the managers can invest globally and the fund does not seem to have reached asset bloat yet.invest2bfree wrote: ↑Sun Oct 24, 2021 7:38 pm Do you have any other active funds. I already hold VT in my taxable. I want to complement it with a active mutual fund.
Moved everything to just 2 funds, VT and VHGEX.
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
Re: Active Funds : 100% vwelx Wellington VS 65% VDIGX (Dividend Growth)\35% VBTLX(Total Bond)
I wish you good luck, invest2bfree!invest2bfree wrote: ↑Fri Oct 29, 2021 8:29 amThanks for the tip.invest2bfree wrote: ↑Sun Oct 24, 2021 8:15 pmThanks, VHGEX first time hearing it but the fund looks like a winner.000 wrote: ↑Sun Oct 24, 2021 7:48 pmI currently own no broad active funds however I look favorably upon all of Vanguard's active bond funds. For active equity funds I find Vanguard Global Equity (VHGEX) interesting because the managers can invest globally and the fund does not seem to have reached asset bloat yet.invest2bfree wrote: ↑Sun Oct 24, 2021 7:38 pm Do you have any other active funds. I already hold VT in my taxable. I want to complement it with a active mutual fund.
Moved everything to just 2 funds, VT and VHGEX.