TLH partner for Vanguard Capital Opportunity Fund?

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Johnsson
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TLH partner for Vanguard Capital Opportunity Fund?

Post 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?
'In theory there is no difference between theory and practice. In practice there is.' Yogi Berra
livesoft
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Re: TLH partner for Vanguard Capital Opportunity Fund?

Post 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.
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Johnsson
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Re: TLH partner for Vanguard Capital Opportunity Fund?

Post by Johnsson »

My thoughts were VLCAX. I wanted to see what others had to say...
'In theory there is no difference between theory and practice. In practice there is.' Yogi Berra
livesoft
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Re: TLH partner for Vanguard Capital Opportunity Fund?

Post 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.
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Johnsson
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Re: TLH partner for Vanguard Capital Opportunity Fund?

Post by Johnsson »

Thanks for your confirmation. VLCAX gives me more of the lean I'm looking for.
'In theory there is no difference between theory and practice. In practice there is.' Yogi Berra
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SpringMan
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Re: TLH partner for Vanguard Capital Opportunity Fund?

Post 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.
Best Wishes, SpringMan
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