How accurate is Vanguard's "Portfolio Watch" tool?

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How accurate is Vanguard's "Portfolio Watch" tool?

Postby EternalOptimist » Sat Feb 09, 2013 12:07 pm

I have a significant portion of my Vanguard portfolio in several target retirement funds. The tool shows that I have no growth stocks in my portfolio which simply isn't true as the funds hold VTSMX. Has anyone else noticed these kinds of inconsistencies. :?:
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby ddunca1944 » Sat Feb 09, 2013 12:25 pm

I compare results from VG's Portfolio Analysis to the xray tool at TRP. Mostly they track - the only exception I've noticed is some difference in duration of bond funds.
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby livesoft » Sat Feb 09, 2013 12:26 pm

Type this into the little "Google..." search box up there in the upper right: "portfolio watch sucks" and read the threads where you will find your answer.
It's all about short-term opportunistic rebalancing due to a short-term change in one's asset allocation, uh, I mean opportunistic rebalancing, uh I mean rebalancing, uh I mean market timing.
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby Toons » Sat Feb 09, 2013 12:43 pm

EternalOptimist wrote:I have a significant portion of my Vanguard portfolio in several target retirement funds. The tool shows that I have no growth stocks in my portfolio which simply isn't true as the funds hold VTSMX. Has anyone else noticed these kinds of inconsistencies. :?:


Older thread you might be interested in :happy

viewtopic.php?p=786059
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby EternalOptimist » Sat Feb 09, 2013 1:29 pm

Toons wrote:
EternalOptimist wrote:I have a significant portion of my Vanguard portfolio in several target retirement funds. The tool shows that I have no growth stocks in my portfolio which simply isn't true as the funds hold VTSMX. Has anyone else noticed these kinds of inconsistencies. :?:


Older thread you might be interested in :happy

viewtopic.php?p=786059



YIKES :twisted:
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby tibbitts » Sat Feb 09, 2013 2:02 pm

A million dollars gets you flagship; maybe a billion gets you an upgrade to a working portfolio watch tool.

Paul
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby dharrythomas » Sat Feb 09, 2013 4:07 pm

Portfolio Watch lists all of Precious Metals and Mining as domestic stock when 85%+ of the stocks in the fund are international.

As the other thread shows there are significant issues with the data.
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby mhc » Sat Feb 09, 2013 5:14 pm

If you have CIT's in your 401k, you are out of luck.
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby digit8 » Sat Feb 09, 2013 8:12 pm

There was a point when I had my 401K with Fidelity, trying to keep track of my AA through Portfolio Watch, and for about three months it just did the Fido funds(all indexes) as "unknown". Yeesh.
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby bottomfisher » Sun Feb 10, 2013 8:04 pm

Portfolio Watch lists all of Precious Metals and Mining as domestic stock when 85%+ of the stocks in the fund are international.


Same issue with Energy and Healthcare funds. Portfolio Watch also considers these domestic funds despite significant international holdins in each. MorningStar x-ray for my international exposure is quite different than Portfolio Watch
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Re: How accurate is Vanguard's "Portfolio Watch" tool?

Postby Random Musings » Sun Feb 10, 2013 9:55 pm

I utilize the raw data from Vanguard and M* and then put into my Excel model. Gives me a better look plus automatically tells me if I have to rebalance.

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