Tax Sheltered Annuity - A Portfolio - Stockpickr! Your Source for Stock Ideas

Tax Sheltered Annuity - A

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Created by Blue Chipper

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Date updated:06-20-2007

Semi-Conservative TSA. All Vanguard Funds - Very low expenses. 4 or 5 Star Morningstar Ratings. Vanguard Wellington, Vanguard Wellesley, Vanguard Specialty Health Care, Vanguard Emerging Markets. Rolled over old TSA into Vanguard in 2001. Moved $30000 into Vanguard Emerging Markets in 2006. Current Portfolio Value = $295,000. Add $950 every paycheck. About $20000 a year. Current allocations for contributions to fund: 36% to Wellington, 36% to Wellesley, 28% to Health Care.

VWELX
Vanguard Wellingt
$28.26
+0.07%
$N/A

Oldest of the Vanguard Funds. Quality stocks with 40% bonds. Good 10 year annual yield.

People owning VWELX also tend to own: BIIB BJBIX CGMRX CMI DTV JSVAX MSFT

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VWINX
Vanguard Wellesle
$20.18
+0.20%
$N/A

Wanted more bonds with quality stocks in this portfolio. 40% stocks.

People owning VWINX also tend to own: VGSIX VTRIX VWNFX VFINX VPACX VPMCX AVII

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VGHCX
Vanguard Speciali
$116.22
+0.28%
$N/A

Wanted a strong long-term sector and I figured health care was the way to go with the aging boomers like me!

People owning VGHCX also tend to own: BNI CTXS DVY EEM EFA GLD IGE

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VEIEX
Vanguard Emerging
$24.88
+0.08%
$N/A

Wanted to take a shot at emerging markets with a small percentage of my totol portfolio.

People owning VEIEX also tend to own: BFK CHK CMCSA COP DBN DFJ EWT

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Vanguard's Bogle Fights Fees, Banks

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