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TLH partner for Vanguard Capital Opportunity Fund?

Posted: Fri Dec 21, 2018 7:58 am
by Johnsson
I just harvested ~8k of ST & LT losses of Vanguard Capital Opportunity Fund Admiral Shares (VHCAX)

I can wait til 1/20/19 to repurchase but I'd rather repurchase a preferably Vanguard similar/equivalent fund (but will consider non-Vanguard).

Any suggestions?

Re: TLH partner for Vanguard Capital Opportunity Fund?

Posted: Fri Dec 21, 2018 8:02 am
by livesoft
Isn't CapOpp just a US large-cap fund? If so, there are so many Vanguard ETFs and mutual funds in that space that you have a dozen or more choices. Many people would use VTSAX, VFIAX, or VLCAX as a TLH partner for any of these.

It is scary to me that you didn't have an idea ahead of time on this.

Re: TLH partner for Vanguard Capital Opportunity Fund?

Posted: Fri Dec 21, 2018 8:07 am
by Johnsson
My thoughts were VLCAX. I wanted to see what others had to say...

Re: TLH partner for Vanguard Capital Opportunity Fund?

Posted: Fri Dec 21, 2018 8:09 am
by livesoft
Full disclosure: I have a ton and a half, maybe 2 tons, of VLCAX.

You can use Vanguard Portfolio Tester and see what your asset allocation would be before and after switching CapOpp to Large-Cap Index.

Re: TLH partner for Vanguard Capital Opportunity Fund?

Posted: Fri Dec 21, 2018 10:58 am
by Johnsson
Thanks for your confirmation. VLCAX gives me more of the lean I'm looking for.

Re: TLH partner for Vanguard Capital Opportunity Fund?

Posted: Fri Dec 21, 2018 11:28 am
by SpringMan
Vanguard PRIMECAP works if you can buy it or PRIMECAP core. Flagship clients are limited to 25K per year on PRIMECAP. No limits on PRIMECAP core for Flagship clients.