VEIEX, VFSVX, VGPMX are at 52-week highs

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VEIEX, VFSVX, VGPMX are at 52-week highs

Postby djw » Fri Sep 24, 2010 10:16 pm

I'm a slicer / dicer. I review my investments at the end of each week and just discovered that three of my stock mutual funds are now at 52-week highs:

VEIEX = Vanguard Emerging Markets (ETF = VWO)
VFSVX = Vanguard FTSE All World exUS Small Cap (ETF = VSS)
VGPMX = Vanguard Gold, Platinum, Mining

VEIEX and VFSVX are each up about 23% since May.
VGPMX is up about 33% since last October.

Those are pretty good returns, all things considered.
BTW, my stock allocation is 50% US, 50% International according to Morningstar Instant X-Ray.

All three funds have seen many peaks and valleys this year, providing many opportunities for rebalancing them.

Who knows what the next 12 months will bring? My psyche has withstood the slings and arrows of the past few years with minimal scars, so I'll just keep rebalancing and stay the course.
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Postby livesoft » Fri Sep 24, 2010 10:25 pm

Did you rebalance in April? If not, why not?

Are you thinking of rebalancing now? If not, why not?

Did you rebalance in May at the lows? If not, why not?
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Postby norookie » Fri Sep 24, 2010 10:33 pm

livesoft wrote:Did you rebalance in April? If not, why not?

Are you thinking of rebalancing now? If not, why not?

Did you rebalance in May at the lows? If not, why not?
Thanks for the reminder LSoft or DHard! :wink: I've some fund trimming to do asap.
Last edited by norookie on Sat Sep 25, 2010 11:25 am, edited 1 time in total.
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Re: VEIEX, VFSVX, VGPMX are at 52-week highs

Postby JustinR » Sat Sep 25, 2010 5:08 am

djw wrote:I'm a slicer / dicer. I review my investments at the end of each week and just discovered that three of my stock mutual funds are now at 52-week highs:

VEIEX = Vanguard Emerging Markets (ETF = VWO)
VFSVX = Vanguard FTSE All World exUS Small Cap (ETF = VSS)
VGPMX = Vanguard Gold, Platinum, Mining

VEIEX and VFSVX are each up about 23% since May.
VGPMX is up about 33% since last October.

Those are pretty good returns, all things considered.
BTW, my stock allocation is 50% US, 50% International according to Morningstar Instant X-Ray.

All three funds have seen many peaks and valleys this year, providing many opportunities for rebalancing them.

Who knows what the next 12 months will bring? My psyche has withstood the slings and arrows of the past few years with minimal scars, so I'll just keep rebalancing and stay the course.
What site/tool do you use to review your investments?
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Postby rustymutt » Sat Sep 25, 2010 7:10 am

livesoft wrote:Did you rebalance in April? If not, why not?

Are you thinking of rebalancing now? If not, why not?

Did you rebalance in May at the lows? If not, why not?



You can over do it on the re-balancing more than once a year.
some studies have shown the the more infrequent the re-balancing the higher the return. So why would he re-balance at these dates livesoft?
I don't understand why your asking him this.
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Postby livesoft » Sat Sep 25, 2010 7:27 am

I will argue that the best time to rebalance during the year is at a market high or a market low. A good time to tax-loss harvest is near the low for the year.

Obviously, the OP is watching the details of their investments (otherwise they wouldn't have started this thread). Many folks get caught up in the euphoria of 52-week highs without thinking about what to do with them. Those dates I gave were market highs and lows so far for 2010.

So if you are watching the details of your portfolio enough to start this thread, what are doing with the information you garner? Small cap value and REITs were up higher YTD back in April than other asset classes. Did you rebalance out? International funds were down lower in May-June than other asset classes. Did you rebalance in?

Furthermore, the OP writes:
All three funds have seen many peaks and valleys this year, providing many opportunities for rebalancing them.

That's why I am asking this.
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Postby stratton » Sun Sep 26, 2010 4:11 pm

What's a market high? It could go higher next week.

Stick to the Investment Planning Statement.

If an investor rebalances by bands that will take care of the "when."

Paul
...and then Buffy staked Edward. The end.
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