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Personal Investments • SP500/Wellington/Wellesley Portfolio Mix

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Our discretionary portfolio is half Wellington and half VTWAX which gives us an AA of 80/20 and US/International stock split of 80/20. Our essential spending is in treasuries. We are doing Roth conversions with the VTWAX.

Statistics: Posted by L84SUPR — Sun Jan 18, 2026 10:46 am — Replies 36 — Views 6773



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