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.

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VWELX
Vanguard Wellingt - $28.26
- +0.07%
- $N/A
Oldest of the Vanguard Funds. Quality stocks with 40% bonds. Good 10 year annual yield.

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VWINX
Vanguard Wellesle - $20.18
- +0.20%
- $N/A
Wanted more bonds with quality stocks in this portfolio. 40% stocks.

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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!

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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.
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A. West Coast...Not that late
G'nite
A. The only one I own : SLX,
too hard pick a winner out all of them
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