KyleAAA wrote:Yes, the tool isn't very accurate for non-Vanguard holdings. Use Morningstar instead.
zebrafish wrote:I think this is pretty lame on their part!
nisiprius wrote:Yes. For me, Portfolio Watch has been sucky and unreliable.
It's very sloppy on non-Vanguard funds, once making a small but meaningful mistake in my international/domestic percentages because it believed that a non-Vanguard fund with significant international holdings was 100% domestic.
It is not necessarily accurate even on Vanguard's own funds. A couple of years ago I contacted them regarding a discrepancy between how the fund page and Portfolio Watch classified LifeStrategy Conservative Growth. The set of holdings which the fund's page classified as "short term reserves" were classified by Portfolio Watch as "bonds."
The discrepancy was in effect "corrected" when Vanguard did a revamp on the composition of the fund itself--it no longer includes any short-term reserves, hence, no more discrepancy.
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