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VUSTX up, TLT down
Posted: Fri Oct 28, 2011 6:51 pm
by ZedThou
I've had to start buying VUSTX in my wife's 403(b) to keep the bond portion of our portfolio at the proper allocation, and so I've started tracking it. Today I see VUSTX is up roughly a percent, while TLT was down about the same. Does anyone know why this might be the case?
Incidentally, I was planning on buying about half as much EDV as VUSTX for the purposes of the long term treasury allocation - 1/3 EDV + 2/3 VUSTX = 1 TLT - or roughly so, was my thought. Does this sound about right?
Re: VUSTX up, TLT down
Posted: Fri Oct 28, 2011 7:28 pm
by MediumTex
ZedThou wrote:
I've had to start buying VUSTX in my wife's 403(b) to keep the bond portion of our portfolio at the proper allocation, and so I've started tracking it. Today I see VUSTX is up roughly a percent, while TLT was down about the same. Does anyone know why this might be the case?
I noticed that, too. I don't know what's up with that.
Incidentally, I was planning on buying about half as much EDV as VUSTX for the purposes of the long term treasury allocation - 1/3 EDV + 2/3 VUSTX = 1 TLT - or roughly so, was my thought. Does this sound about right?
That sounds about right to simulate TLT.
Re: VUSTX up, TLT down
Posted: Sat Oct 29, 2011 12:05 am
by AdamA
It might have to do with the 80% Treasury 20% whatever-we-want business that vanguard engages in.
Re: VUSTX up, TLT down
Posted: Sat Oct 29, 2011 7:57 am
by TripleB
Is it possible one paid a dividend during the time? And maybe you have it set to reinvest on VUSTX but not reinvest in TLT, so the money from TLT went into your sweep account?
Re: VUSTX up, TLT down
Posted: Mon Oct 31, 2011 11:46 am
by steve
ZedThou wrote:
I've had to start buying VUSTX in my wife's 403(b) to keep the bond portion of our portfolio at the proper allocation, and so I've started tracking it. Today I see VUSTX is up roughly a percent, while TLT was down about the same. Does anyone know why this might be the case?
Incidentally, I was planning on buying about half as much EDV as VUSTX for the purposes of the long term treasury allocation - 1/3 EDV + 2/3 VUSTX = 1 TLT - or roughly so, was my thought. Does this sound about right?
My holding for long term treasuries are 1/3 EDV + 1/3 VGLT + 1/3 TLT the TLT is in IRA the rest in taxable. When I sold TLT in taxable account to do a tax loss harvest a while back I split the proceeds and bought 50/50 EDV /VGLt split.