New International Core Fund

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Topic Author
jdkoerner
Posts: 23
Joined: Tue Aug 09, 2016 12:12 pm

New International Core Fund

Post by jdkoerner » Thu Oct 10, 2019 8:57 pm

Known: Wellington Management, $3000 minimum at $10 a share.
Unknown: portfolio.
It's risk, but not that big a risk, and my all world fund isn't exactly a barn burner.
Your thoughts??

Topic Author
jdkoerner
Posts: 23
Joined: Tue Aug 09, 2016 12:12 pm

Re: New International Core Fund

Post by jdkoerner » Thu Oct 10, 2019 9:03 pm

I left out that sky high expense ratio of .45 :oops:

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Vulcan
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Re: New International Core Fund

Post by Vulcan » Thu Oct 10, 2019 9:12 pm

VTWAX and forget it.
If you torture the data long enough, it will confess to anything. ~Ronald Coase

tibbitts
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Joined: Tue Feb 27, 2007 6:50 pm

Re: New International Core Fund

Post by tibbitts » Thu Oct 10, 2019 10:05 pm

jdkoerner wrote:
Thu Oct 10, 2019 8:57 pm
Known: Wellington Management, $3000 minimum at $10 a share.
Unknown: portfolio.
It's risk, but not that big a risk, and my all world fund isn't exactly a barn burner.
Your thoughts??
It seems like it will be extremely concentrated in just a few stocks. But I'd consider it. I'd definitely try it if the Admiral shares had index-fund minimum ($10k) - $50k makes it a tougher call.

fatmike91
Posts: 92
Joined: Sun Jan 06, 2013 10:11 am

Re: New International Core Fund

Post by fatmike91 » Thu Oct 10, 2019 10:12 pm

I'm considering it, in spite of the fund having no track record. For some reason, having some portion of Int'l stock assets being actively managed makes sense to me.

/

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abuss368
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Re: New International Core Fund

Post by abuss368 » Thu Oct 10, 2019 11:07 pm

I would rather invest in Total International Stock which holds the market weight in all companies.
John C. Bogle - Two Fund Portfolio: Total Stock & Total Bond. "Simplicity is the master key to financial success."

UpperNwGuy
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Re: New International Core Fund

Post by UpperNwGuy » Fri Oct 11, 2019 5:00 am

jdkoerner wrote:
Thu Oct 10, 2019 8:57 pm
my all world fund isn't exactly a barn burner.
Ain't that the truth!

tibbitts
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Re: New International Core Fund

Post by tibbitts » Fri Oct 25, 2019 7:45 pm

I decided to take the plunge (mostly with money from Total International, plus a little from International Growth and less from Health Care.) I do wonder if anyone has researched the best time to buy a new fund: subscription period (at the very last day, I assume), first week, first month, etc.

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1789
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Location: OR

Re: New International Core Fund

Post by 1789 » Sat Oct 26, 2019 12:55 am

abuss368 wrote:
Thu Oct 10, 2019 11:07 pm
I would rather invest in Total International Stock which holds the market weight in all companies.
I am not doing international currently but this would be the fund i pick if i decide to add.
"My conscience wants vegetarianism to win over the world. And my subconscious is yearning for a piece of juicy meat. But what do i want?" (Andrei Tarkovsky)

tibbitts
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Joined: Tue Feb 27, 2007 6:50 pm

Re: New International Core Fund

Post by tibbitts » Sat Oct 26, 2019 12:12 pm

1789 wrote:
Sat Oct 26, 2019 12:55 am
abuss368 wrote:
Thu Oct 10, 2019 11:07 pm
I would rather invest in Total International Stock which holds the market weight in all companies.
I am not doing international currently but this would be the fund i pick if i decide to add.
I've done about the same (by my always-suspect calculations, but I had them double-checked by the Beardstown Ladies) with a combination of International Value and Growth with a touch of Explorer (wow that latter hasn't helped) as with my total international, after expenses. So now I'l be closer to 50/50 index vs. active for international and we'll see how it turns out. What I can't calculate is the effect of the international components in my other active funds (Healthcare, Energy, etc.) For Core, I'll be happy if I at least recover the .24% expense difference over the index (although I hold a cheaper ACWI ex-us index outside of Vanguard, as well.)

Big Dog
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Re: New International Core Fund

Post by Big Dog » Sat Oct 26, 2019 12:27 pm

tibbitts wrote:
Fri Oct 25, 2019 7:45 pm
I decided to take the plunge (mostly with money from Total International, plus a little from International Growth and less from Health Care.) I do wonder if anyone has researched the best time to buy a new fund: subscription period (at the very last day, I assume), first week, first month, etc.
Me too, but this was my first purchase of International. (Now I guess I have moved from a 2-fund portfolio to a 3-fund.)

lostdog
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Joined: Thu Feb 04, 2016 2:15 pm

Re: New International Core Fund

Post by lostdog » Sun Oct 27, 2019 8:43 am

Vulcan wrote:
Thu Oct 10, 2019 9:12 pm
VTWAX and forget it.
+1

I like this just as much as VT and chill.
VTWAX and chill.

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Vulcan
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Re: New International Core Fund

Post by Vulcan » Sun Oct 27, 2019 3:07 pm

lostdog wrote:
Sun Oct 27, 2019 8:43 am
Vulcan wrote:
Thu Oct 10, 2019 9:12 pm
VTWAX and forget it.
+1

I like this just as much as VT and chill.
There are some differences :oops:
viewtopic.php?t=148757#p2223489
If you torture the data long enough, it will confess to anything. ~Ronald Coase

lostdog
Posts: 2033
Joined: Thu Feb 04, 2016 2:15 pm

Re: New International Core Fund

Post by lostdog » Sun Oct 27, 2019 3:35 pm

Vulcan wrote:
Sun Oct 27, 2019 3:07 pm
lostdog wrote:
Sun Oct 27, 2019 8:43 am
Vulcan wrote:
Thu Oct 10, 2019 9:12 pm
VTWAX and forget it.
+1

I like this just as much as VT and chill.
There are some differences :oops:
viewtopic.php?t=148757#p2223489
Good list. Thanks.
VTWAX and chill.

tj
Posts: 2677
Joined: Thu Dec 24, 2009 12:10 am

Re: New International Core Fund

Post by tj » Sat Nov 16, 2019 8:33 pm

Still no complete holdings, but the top 10 monthly on 10/31 is revealed:

Month-end ten largest holdings
as of 10/31/2019

Nestle SA
Novartis AG
Alibaba Group Holding Ltd.
Vinci SA
Samsung Electronics Co. Ltd.
Iberdrola SA
ASML Holding NV
Airbus SE
Hoya Corp.
TOTAL SA
10 largest holdings = 19.10% of total net assets

dh
Posts: 385
Joined: Sun Mar 13, 2011 8:01 pm

Re: New International Core Fund

Post by dh » Sat Nov 16, 2019 9:14 pm

Thanks for posting the top ten holdings. Those are familiar names for an international fund, yet the percentage of those names isn't as high as International Growth or International Value. Given the portfolio manager's backgrounds I expected to see more small and mid cap names in the top ten holdings. It will be interesting to see the entire portfolio.

tj
Posts: 2677
Joined: Thu Dec 24, 2009 12:10 am

Re: New International Core Fund

Post by tj » Sat Nov 23, 2019 1:33 am

Full holdings @ https://www.morningstar.com/funds/xnas/vwicx/portfolio


Wal Mart de Mexico is one of them. ;)

5% of the fund is in the iShares EAFE ETF. Strange they didn't just use VEA.

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