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.

symbol name last price % change open
  • +
  • VWELX
    Vanguard Wellingt
  • $28.76
  • -0.24%
  • $N/A

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

People owning VWELX also tend to own: BIIBBJBIXCGMRXCMIDTVJSVAXMSFT

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  • +
  • VWINX
    Vanguard Wellesle
  • $20.49
  • -0.10%
  • $N/A

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

People owning VWINX also tend to own: VGSIXVTRIXVWNFXVFINXVPACXVPMCXAVII

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  • +
  • VGHCX
    Vanguard Speciali
  • $118.61
  • +0.34%
  • $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: BNICTXSDVYEEMEFAGLDIGE

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  • +
  • VEIEX
    Vanguard Emerging
  • $25.61
  • -0.27%
  • $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: BFKCHKCMCSACOPDBNDFJEWT

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Portfolio not tracked!

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