What were your trades for the past 2 weeks?

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natureexplorer
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What were your trades for the past 2 weeks?

Post by natureexplorer »

On April 29, 2011, the S&P 500 closed at 1363.
On July 22, 2011, the S&P 500 closed at 1345.
On August 5, 2011, the S&P 500 had an intra-day low of 1168.

So, I am curious, what were your trades for the past 2 weeks (July 25 - August 5)? Please specify the date of the transaction.
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Boglenaut
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Re: What were your trades for the past 2 weeks?

Post by Boglenaut »

natureexplorer wrote:On April 29, 2011, the S&P 500 closed at 1363.
On July 22, 2011, the S&P 500 closed at 1345.
On August 5, 2011, the S&P 500 had an intra-day low of 1168.

So, I am curious, what were your trades for the past 2 weeks (July 25 - August 5)? Please specify the date of the transaction.
Did you buy or sell? If so, what and how much?
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Christine_NM
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Post by Christine_NM »

I know this is not what you mean, but every day Vanguard rebalanced my largest holding, Balanced Index, to 60% stock/40% bond. Wellington does the same with Wellesley, second largest holding and down only 0.8% yesterday. Hands off, at least my hands.

Now I am in the familiar position of being disgusted with the idea of international investing. Back to baseline with Total International. This has happened so many times with international funds it's pathetic. Talk about investments meant to be sold, not bought. Still, hands off for the moment.
18% cash 44% stock 38% bond. Retired, w/d rate 2.5%
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renditt
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Post by renditt »

Bought VGK (Europe Market ETF) on Aug 1 @ 49.58
Bought VGK on Aug 3 @ 47.62
Bought VGK on Aug 4 @ 45.83
Bought Total US Stock Market (VTSAX) @ 30.11

Also sold Short term Corp Bond Fund in my 401k yesterday and bought International Stock Market.

Will sell TIPS bond fund and international bond fund today in my 401k and move mostly to cash and some of it into stocks.

My allocation to stocks was very low and increased quite a bit over the last week. It is still low though and expect to add over coming months / years as valuations become more attractive.

Bond yields are so painfully low now that it is barely worth keeping them. If this is not the peak of the bull market in bonds, it must be very close.
Rodc
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Post by Rodc »

Money on payday, 8/1, went into intermediate treasury bond fund. Just like every first of the month since about when the market bottomed and turned around in 2009.

If the market tank continues for a few months I'll start to buy stocks again.
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bottlecap
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Post by bottlecap »

I traded an Alex Rodriquez for a Manny Ramirez and a Johnny Damon.

Everything else is on autopilot.

JT
texas_archer
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Post by texas_archer »

07/29 Sold NBL for $100.10

Thats the only change I have made in the last couple months.
chaz
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Post by chaz »

On August 4, 2011, did some rebalancing.
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Soaker
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Post by Soaker »

Just a bit of Roth IRA conversion on Aug. 4, some shares of VG Large Cap Index converted from TIRA to Roth. I'd have liked to do a little more but I don't have much more room in the 15% bracket.
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archbish99
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Post by archbish99 »

Autopilot until yesterday. I had a brief impulse to fix some other imbalances in my portfolio to roll more into VTI and VXUS, but realized that the cash wouldn't clear until Monday, and I'd be on vacation with uncertainty of Internet access by then. Better in the market in a sub-optimal fund than not in the market for a week. (I hope.)

I did give in and sold down TIPS (they were overweight, but not severely) and distributed the money between VTI and VXUS today. Yes, it's market timing, but it's still within my target bands, so all I've lost is the $16 in commission for the ETF purchases.

Will I actually recoup my $16 spent in rebalancing before I had to? Maybe, maybe not.
GammaPoint
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Post by GammaPoint »

Bought VTI/VXUS on Monday. Bought VSS on Wednesday and Thursday.
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jh
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Post by jh »

...
Last edited by jh on Wed Aug 10, 2011 10:18 pm, edited 1 time in total.
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jeffyscott
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Post by jeffyscott »

I invested an amount equal to 0.15% of our portfolio into stocks, 1/2 yesterday and 1/2 today. This was part of my remaining Roth contributions for this year. If the stock market is down or flat tomorrow, I may just put another 0.075% in.
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epilnk
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Post by epilnk »

Bought VTSAX on 8/4 for 30.11
Bought VTSAX on 7/29 for 32.55

I had just rebalanced a few weeks earlier:
Bought VEU on 7/18 for 47.98
Bought VTSAX on 7/15 for 33.23

My earlier rebalancing had brought me to just barely within my bands. Of course now I'm way off again. The obvious move at this point is to sell part of my CA muni fund for another equity purchase, but I'm oddly reluctant to do that. The green numbers in my taxable look so pretty against the red background. :)
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Post by nisiprius »

None.
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MWCA
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Post by MWCA »

Like 1300 to Fidelity retirement money market fund or something like that.
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BTDT
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Post by BTDT »

Rebalanced into Vanguard Total Stock today per my IPS AA
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Guest422
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Post by Guest422 »

sold bonds and bought stocks
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tflannery65
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Post by tflannery65 »

Had excess cash and bought the last 3 days. Best decision I made was taking a walk with my wife this morning with S&P trading at 1210. Came back and S&P was trading at 1175. Been a steady buyer, but became an aggresive with VTI at 60.28.

William Bernstein changed my thought process and now I look for opportunites like this. Who knows probably won't be the bottom but it sure beats the heck out of buying stocks with the S&P above 1,300.

I only seem to make money in stocks when there are crashes or mini crashes.
Lacrocious
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Post by Lacrocious »

Bought some FTSE exUS like I do every month in the first week of the month - when I get around to it - like my AA says to do.

- L
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Noobvestor
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Post by Noobvestor »

7/28 - Bought Stock, Sold Gold
8/04 - Bought Stock, Sold Gold, Sold Bonds

[Note - 'Stock' and 'Bonds' refers to TSM, TI, EM, ITTs, TIPS, etc... funds - not individual stocks/bonds - gold is a sliver amount that exists somewhere between 'toe in the PP' and 'fun money allocation']
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Ben24
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Post by Ben24 »

I bought 2500 shares of axti before the earnings report on the 27th. I made 13% overnight. It was in a simulator though. But i geniunely considered buying call options on it with real money. It was oversold by hedge funds for no good reason and the CEO said in a conference call the earthquake in japan hurt their competition and consequently increased demand in Q2. If i can quantify the intrinsic value and relationship between expectations and productivity id consider doing something similar with real play money in the future.
Manbaerpig
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Post by Manbaerpig »

7/29 bought 400 VXUS @ 50.30
8/1 bought 400 VXUS @ 47.75
8/2 bought 400 VXUS @ 49.24
8/3 bought 400 VXUS @ 48.30
8/4 bought 200 VXUS @ 46.10

net paper loss is ~$5k, VXUS closed today (8/5) @ 45.95

per my AA, I am spent other than maybe being able to move another 50 shares in my 401k into VXUS

I sold my IRA out at the end of Jun and just reinvested it falling knife style as a reinvest into my 401k. I am at a slightly better market position than where I sold (end of June was somewhat low relatively as well)

my 401k 'auto' invest hits today too, I'm kinda stoked. Blackrock 2025 index (0.12 ER, 67/33 equities/bonds), ~$1300, I use this to hold $$$ until I feel like moving to my self-directed brokerage. This will be the best price I've gotten all year for sure.


also exchanged some ($5k) S&P 500 TLH for FSIIX in taxable
Last edited by Manbaerpig on Fri Aug 05, 2011 4:53 pm, edited 1 time in total.
MWCA
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Post by MWCA »

Manbaerpig wrote:7/29 bought 400 VXUS @ 50.30
8/1 bought 400 VXUS @ 47.75
8/2 bought 400 VXUS @ 49.24
8/3 bought 400 VXUS @ 48.30
8/4 bought 200 VXUS @ 46.10

net paper loss is ~$5k, VXUS closed today (8/5) @ 45.95

per my AA, I am spent other than maybe being able to move another 50 shares in my 401k into VXUS

I sold my IRA out at the end of Jun and just reinvested it falling knife style as a reinvest into my 401k. I am at a slightly better market position than where I sold (end of June was somewhat low relatively as well)

my 401k 'auto' invest hits today too, I'm kinda stoked. Blackrock 2025 index (0.12 ER, 67/33 equities/bonds), ~$1300


also exchanged some ($5k) S&P 500 TLH for FSIIX in taxable
5k paper loss isnt bad. :)
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Manbaerpig
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Post by Manbaerpig »

yea but thats just my 401k lol, and I'm conveniently ignoring the non-self directed brokerage part thats lost probably 3k also :)
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Post by minesweep »

I don’t reinvest dividends and capital gains in my taxable account. I transferred those dollars, that had been accumulating for a year in my money market fund, into the Total Stock Market Fund on August 4, 2011.

Mike
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market timer
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Post by market timer »

Moved 1% from cash to US last Friday.
Moved 10% from cash to Europe today.
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sperry8
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Post by sperry8 »

Bought VBR Aug 3 at $64.68 (down 6% since purchase)
Bought VTV Aug 4 at $51.38 (down 2.5% purchase)

Bought for buy and hold, so not overly worried (although that VBR loss is annoying in only 2 1/2 days. Guess I was a bit too quick to jump in.

Guessing stocks drop another 15-20% from here, so I'll have more opportunities to buy low.
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djw
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Post by djw »

Here are ALL of my Vanguard mutual fund share exchanges from 4/1/2011 to 8/5/2011.

As of last Friday, 7/29/2011, 25% of my Vanguard account value was in VMMXX (Vanguard's Prime Money Market), so I've been able to buy many shares this past week to take advantage of the recent price drops.

All of these transaction took place inside tax-deferred accounts, so there are no long/short/wash capital gains issues nor any taxes due.

"Sold" means that I sold some shares of that fund and moved the proceeds into Vanguard Prime Money Market VMMXX.
"Bought" means I used money in VMMXX to buy additional shares of that fund.

I don't wish to disclose the value of my investments, so I don't specify the # of shares, just the dates and prices.

I never sold every share of a fund. If the maximum number of shares I owned during this period in any one fund was 1000, then the minimum number never fell beneath 500 shares. My theory is that no matter how certain I am that we've reached a top or bottom, the odds that I'm wrong are still at least 50%, so I never sell more than 50%. I also make it a point to always buy low and sell high, as you can see below:

VGSLX (REIT Index - Admiral)
Sold shares: 4/25@85.65, 4/28@88.12, 5/31@88.84
Bought shares: 8/01@85.14, 8/02@82.40, 8/04@77.71

VIMAX (US Mid-Cap Index - Admiral)
Sold shares: 4/08@99.66, 4/28@102.17, 5/31@102.05
Bought shares: 8/01@95.42, 8/02@92.42, 8/04@87.40

VSMAX (US Small-Cap Index - Admiral)
Sold shares: 4/08@37.80, 4/28@38.82, 7/01@38.03
Bought shares: 6/27@36.31

VGENX (Energy Index)
Sold shares: 7/22@74.13
Bought shares: 5/11@69.82, 5/20@69.83, 6/13@68.14, 6/15@67.78

VGPMX (Precious Metals Index)
Sold shares: 4/25@27.89, 7/22@27.24
Bought shares: 6/27@24.04, 6/28@24.36

VEUSX (Europe Index - Admiral)
Sold shares: 4/08@67.37, 4/25@67.75, 4/28@69.79, 7/01@67.29
Bought shares: 6/27@63.47

VEMAX (Emerging Markets - Admiral)
Sold shares: 4/08@41.80, 7/01@40.76
Bought shares: 6/13@39.26

VPADX (Pacific Index - Admiral)
Sold shares: 4/25@69.77, 4/29@71.18, 7/01@70.26, 7/22@71.78
Bought shares: 6/28@67.72

VGXRX (Global xUS Real Estate Index)
Sold shares: 4/08@20.50, 4/25@20.68, 4/29@21.01, 7/05@20.84
Bought shares: 6/28@20.14

VFSVX (Int'l Small-Cap Index xUS)
Sold shares: 4/08@39.47, 4/25@39.88, 4/29@40.56, 7/01@39.08
Bought shares: 6/28@37.48

Because I'm currently unable to buy shares in most of the above funds due to Vanguard's 60-day rule, I just created the following funds to take advantage of the recent falling market:

VGTSX (Total International Index)
Bought shares: 8/03@15.57, 8/04@14.68

VFINX (S&P 500 Index)
Bought shares: 8/02@115.63, 8/04@110.70

Seems like a lot of trades, but the list covers a four-month period and you can see that I usually made several trades on any given day and there were MANY days, even many weeks, where I did nothing.

I own a 5-year $20,000 Ford bond paying me 9.175% interest which, unfortunately, matures on 8/10/2011. Until a few days ago, I hadn't been able to come up with a good plan for reinvesting the proceeds. Now it looks like I may be putting it all into stock index funds at a good entry price.
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madbrain
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Re: What were your trades for the past 2 weeks?

Post by madbrain »

natureexplorer wrote:On April 29, 2011, the S&P 500 closed at 1363.
On July 22, 2011, the S&P 500 closed at 1345.
On August 5, 2011, the S&P 500 had an intra-day low of 1168.

So, I am curious, what were your trades for the past 2 weeks (July 25 - August 5)? Please specify the date of the transaction.
In reverse order :

1) Aug 5 : my 401k bought the same $3577 amount in the same proportions as two weeks ago. Which is to say :
35% in Blackrock US Debt (equivalent to Total Bond Index)
30% in Blackrock US Equity Market Index (equivalent to Total Stock Market Index)
35% in Harbor International

I'm very underweight in bonds, 9% only in the 401k, but I'm 35, so a bit more contributions are going to bonds right now than before.

My next and last payroll 2 weeks from now will include severance and max my total 401k pre-tax/matching/after-tax contributions for the year at $49,000. I won't be able to contribute to my next employer's 401k until next calendar year as a result.

2) Sold 100 Los Angeles muni bonds, and 50 California state muni bonds, at a nice profit . I'm trying to simplify my muni bond allocation into funds

3) 8/2 bought CALL (SPY) SPDR S&P 500 ETF DEC 21 13 $130 (100 SHS)

4) 8/4 Bought CALL (SPY) SPDR S&P 500 ETF DEC 21 13 $125 (100 SHS)

5) I have been selling the Lending Club notes in my Roth IRA over the last two weeks. 70% of the notes actually sold for the principal+interest amount, less the 1% trading fees. I still have 130 remaining for sale, including 12 late. A few notes are selling every day.

All my existing equity positions have been untouched, except for buying the two S&P calls.
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grabiner
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Post by grabiner »

August 2: bought VSS (FTSE Small-Cap)
August 5: tax loss harvested VEA (Tax-Managed International) and bought more VSS with the proceeds

As long as I have huge carry-over losses, I don't think it is worth harvesting a tiny loss in VSS, particularly with the trading costs (10 cents a share on the spread, and my time is also worth something if I have a long wait to get a trade at a reasonable spread).
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john94549
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Post by john94549 »

I bought 100 shares of SPY at $122, another 100 shares of SPY at $118.96, and 100 shares of SSO at $44. Seriously, I buy stuff when others are selling.

Those were my trades this week.

Come back in a few months and we'll see how well I did. Were I to predict, I'd say the SPY will be at $150 and the SSO at $60.
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bob90245
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Re: What were your trades for the past 2 weeks?

Post by bob90245 »

None.
Ignore the market noise. Keep to your rebalancing schedule whether that is semi-annual, annual or trigger bands.
Stevewc
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Post by Stevewc »

Absolutely nothing traded.
I might do some buying if the market ever drops enough to get my attention.
Or maybe bonds become attractive.
If both of these things come to life at the same time that would be great too.
Easy to keep AA in balance in that scenario, :)
Steve
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FillorKill
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So far here's what I've done

Post by FillorKill »

Each of these buy transactions were spread equally across the following index funds: Total Stock/Total Stock Int/Mid Blend/Small Blend:

26 July: Buy/01 Aug Buy/04 Aug Buy

I have the following submitted:

08 Aug Buy/12 Aug Buy.

If things get worse I'll just ramp it up further.
Jacobkg
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Post by Jacobkg »

The only trade I made was this:

Aug 5 - Buy VSS @ 90

I had placed that limit order back in March though and never canceled it.
scrabbler1
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Post by scrabbler1 »

After a relatively minor roller-coaster ride in the first 3 weeks of July, I had a mental "sell" order when the Dow went back over the 12,700 mark to do a small rebalance in my IRA. That happened on 7/22 and I sold $10k of Fidelity S&P500 Index fund at $47.64 and it is now at $42.51.

Looks like a good time to buy those shares (and then some) back nice and cheap?
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Post by HongKonger »

26 July: iShares MSCI Asia APEX small cap index
4th Aug: VTI
4th Aug: WIP - International ex US TIPS
5th Aug: 0778.hk - local hk commercial REIT
5th Aug: ALD - Asia ex Japan developed market bonds

Each one was a new purchase representing around 7% of my portfolio.
Still sitting on a few limit orders that I hope to score next week.
JW-Retired
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Post by JW-Retired »

Doing nothing. No trades since some minor rebalancing a couple of months ago. No change in the weekly buying in the 401k all year.
JW
word
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Post by word »

Nothing in last 2 weeks. However, I've been sitting on some CSCO in my 'fun' account and I've just been crying and crying.

Purchased at 19.05 :-/

Edit to clarify, nothing at all in my retirement account.
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FrugalInvestor
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Post by FrugalInvestor »

I was nearing the top of my stock/bond balancing band but am now very close to target so no trading has been necessary.
Have a plan, stay the course and simplify. Then ignore the noise!
matthylland
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Post by matthylland »

bought PX in my RothIRA friday and some Ibonds early in the week.
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Marmot
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Post by Marmot »

Bought 21K VTSAX on 8/4, may buy another 20K of VTSAX on Monday.
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Ted Valentine
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Post by Ted Valentine »

regular 401k investment per AA.
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letsgobobby
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Post by letsgobobby »

On 8/2/11 I sold 50% of my VAIPX (Vanguard TIPS fund) at $27.67 and bought VBTLX (Vanguard Total bond fund) at $10.92.

I need to TLH VSS on Monday.

I'd need another 3-4% waterfall in stocks to reach a major rebalancing band... but nothing so far.
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GregLee
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Post by GregLee »

Bought $10k of a mutual equity fund on Thursday Aug. 4.
Greg, retired 8/10.
BruDude
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Post by BruDude »

Bought 320 shares VGTSX @ $15.62/share
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Random Musings
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Post by Random Musings »

None except for my 401K plan stuff - which is minimal in the grand scheme of things.

RM
edawg
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"rebalanced" EDV to VOO

Post by edawg »

The market over-reacted and EDV rose 20+% during the volatility in the market. I would love to say I stayed the course, but I'm simply candid and simply sold EDV (US/int'l treasuries) high then bought VOO (total index) low in similar proportions.

I hope I don't have to meet Mr. Bogle at the Pearly Gates someday and explain myself... :evil:
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grabiner
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Re: "rebalanced" EDV to VOO

Post by grabiner »

edawg wrote:The market over-reacted and EDV rose 20+% during the volatility in the market. I would love to say I stayed the course, but I'm simply candid and simply sold EDV (US/int'l treasuries) high then bought VOO (total index) low in similar proportions.
That may have been the right thing to do. If your bonds are up 20% and your stocks are down 12%, then you should be selling bonds to buy stocks because you need to rebalance.
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