How accurate is Vanguard's "Portfolio Watch" tool?
- EternalOptimist
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How accurate is Vanguard's "Portfolio Watch" tool?
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.
"When nothing goes right....go left"
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Re: How accurate is Vanguard's "Portfolio Watch" tool?
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.
Re: How accurate is Vanguard's "Portfolio Watch" tool?
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.
Re: How accurate is Vanguard's "Portfolio Watch" tool?
Older thread you might be interested inEternalOptimist 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.
http://www.bogleheads.org/forum/viewtopic.php?p=786059
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
- EternalOptimist
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Re: How accurate is Vanguard's "Portfolio Watch" tool?
Toons wrote:Older thread you might be interested inEternalOptimist 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.
http://www.bogleheads.org/forum/viewtopic.php?p=786059
YIKES
"When nothing goes right....go left"
Re: How accurate is Vanguard's "Portfolio Watch" tool?
A million dollars gets you flagship; maybe a billion gets you an upgrade to a working portfolio watch tool.
Paul
Paul
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Re: How accurate is Vanguard's "Portfolio Watch" tool?
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.
As the other thread shows there are significant issues with the data.
Re: How accurate is Vanguard's "Portfolio Watch" tool?
If you have CIT's in your 401k, you are out of luck.
52% TSM, 23% TISM, 24.5% TBM, 0.5% cash
Re: How accurate is Vanguard's "Portfolio Watch" tool?
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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- bottomfisher
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Re: How accurate is Vanguard's "Portfolio Watch" tool?
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 WatchPortfolio Watch lists all of Precious Metals and Mining as domestic stock when 85%+ of the stocks in the fund are international.
- Random Musings
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Re: How accurate is Vanguard's "Portfolio Watch" tool?
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.
RM
RM
I figure the odds be fifty-fifty I just might have something to say. FZ