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Which trowe or fidelity fund have you found that can weather any storm? I have funds at both theses companies and instead of a money market or treasury bond I want something that will stand the test of time. Any recommendations? I know there is no such thing as a safe bet I just want another alternative from saving in cash.
If you seek stability, then intermediate bond fund.
have you looked into vanguard funds. They have the up and downs also but have some as wellington which are good. I always liked Windsor 1 but it was a ride up and down at times.
vsfux is a short term bond fund . wellesly is a balanced fund but be aware that wellesley holds on the bond side very long term treasury's .
as long as rates on bonds are low no problem but with such a big chunk in such long term bonds they will see a big drop
Yes but went the bond portion goes down, the stock portion goes up. As an investor it didn't make any difference to me. I've been watching this fund for weeks now. Previously I only had Wellington fund.
noooooooo , rising bond rates may not be good for stocks .
don't mix up bond prices rising with rates rising they move opposite .
if stocks falter because bond rates rise wellesley's long term bonds can be very volatile and fall quite a bit . wellesley is only 35-40% equity's and 60% or more in bonds with 18% in long term treasury's .
noooooooo , rising bond rates may not be good for stocks .
don't mix up bond prices rising with rates rising they move opposite .
if stocks falter because bond rates rise wellesley's long term bonds can be very volatile and fall quite a bit . wellesley is only 35-40% equity's and 60% or more in bonds with 18% in long term treasury's .
Yes even short term very safe bond fund moves the opposite to stocks, that's what I noticed with VFSUX. In the end it see saw back to the exact price I purchased for the whole month. Maybe I meant bond funds. But anyway, I've decided I could handle the loss of Wellesley, max lost was 2008, about 5%, so I moved my money to Wellesley instead. I hope it's not a bad move.
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