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Old 10-01-2014, 08:01 PM   #221
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I sold some small-caps to harvest a loss myself. SCHA specifically. Plan on pumping it back into the iPhone6 / aka AAPL and also UNP / Union Pacific. Also going to see how Ebola and Middle east playout in the next few days to decide if I change any future DCA myself. The dollar sure is on a tear.

BTW I have no clue what I am doing lol.
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Old 10-03-2014, 03:14 PM   #222
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VEA will continue to be hurt by Ukraine and other things like that.
I always like to put a positive spin on things and the most recent transactions are no exception.

One might think that the replacement shares of VEU and VWO have lost money, so it did no good to tax-loss harvest the loss in VEA. It is true that VEU & VWO have lost money, but if I had held on to the shares of VEA, they would have lost even more money. Thus, I can rationalize in my mind that I did not hurt myself so far with that TLH move.
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Old 10-03-2014, 07:29 PM   #223
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Old 10-07-2014, 02:50 PM   #224
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[…]
That recent TLH I did was just international to international, so it really didn't change my asset allocation. But I may have to TLH those shares of VWO before too long. I guess in 30 days or so, I could just go back to VEA.

Some dividends from ETFs appeared in my accounts today. Nothing big, but I will probably devote to small-cap emerging such as EWX and DGS.
Earlier today I sold some of the shares of VWO purchased recently in the TLH move for a small profit. I just didn't want to have to sell at a loss and things are looking pretty dicey.

VEA which I sold is really taking it on the chin. I'm happy I do not own those shares anymore.

The bond ETF dividends showed up this morning, so that finishes off the expected dividends from the 3rd quarter. I used them to buy single digit shares of VTI, DGS, and VCSH in the IRAs, but I bought too soon since VTI and DGS dropped even more afterwards.

I like the slow grind downwards, but I'd like a really bad day which might signal a change in momentum.
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Old 10-07-2014, 09:04 PM   #225
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Oh, well. As a local finance professor said, it's about share (not price) accumulation.
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Old 10-09-2014, 02:51 PM   #226
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Just submitted an exchange order from US Bond Index to Total Int'l Stock Market index in my 401(k) that will go through after the market close. The amount of money involved is more than the VWO sale the other day, but still less than 1% of portfolio value. It's basically nibbling around the edges after today's 2.5% expected drop in Total Int'l Index.

I am certainly underweight in foreign equites, so I will be rebalancing into them over the near term.
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Old 10-09-2014, 09:16 PM   #227
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It's going to be more FSIVX for me this month. Cha-cha-cha-chance!
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Old 10-21-2014, 08:51 AM   #228
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More nibbling today. Exchanged VCSH (short-term bonds) for DGS (small-cap emerging) in a Roth IRA a moment ago. Why DGS? I already own it and it did not go up much so far this morning, and I am underweight in international and emerging.
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Old 10-21-2014, 03:29 PM   #229
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I talked of setting a buy order for EDC earlier. It executed, and alas, I am still in the red on that one.

Last Friday, 10/17, I bought a semiconductor ETF. To hedge, I immediately sold Feb call on it. In just 2 days, Mon and this Tues, the calls are already close to being in the money! Well, I have learned not to be greedy, so it is OK. If the calls get exercised, I still have a gain of 22% in 120 days.

Not a lot of money compared to the portfolio "loss", but as a lark, if a trade like this makes me any few $K, it makes me happy.
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Old 10-22-2014, 02:23 PM   #230
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Well, DGS bought yesterday has dropped about 0.8%, but I am committed now.

Since I need more international and they are down today, I've submitted an order to exchange about 0.5% of total portfolio value from FSITX (total bond index) to FSGDX (total int'l index) in my 401(k).

I still need to buy more international to get back within my rebalancing bands. Wish me luck!
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Old 10-22-2014, 02:29 PM   #231
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Good luck!

We all need luck.
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Old 10-22-2014, 02:31 PM   #232
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Good luck!

We all need luck.
I need the good stuff!
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Old 10-22-2014, 03:01 PM   #233
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If luck is on my side, I will have beaucoup money. With which, I can buy "stuff".

Or not! Counting money is fun without spending it for this Scroogy guy.
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Old 10-22-2014, 03:19 PM   #234
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If luck is on my side, I will have beaucoup money. With which, I can buy "stuff".

Or not! Counting money is fun without spending it for this Scroogy guy.
You remind me of this guy:

scrooge-mcduck-wallpaper-for-640x480-mobile-1380-41.jpg
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Old 10-22-2014, 03:31 PM   #235
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Only if I have so many gold coins to count!

As it is, I would have to convert my stash to nickels to have enough coins. The big pile of Swiss nickels in the following photo is only $500K. We can all afford that.

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Old 10-29-2014, 09:55 AM   #236
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I have submitted limit orders to purchase some VWO and VEU a few cents below current bid/ask. Volume is enough for both that I may change to market orders if it looks like prices will not drop in the last 30 minutes of trading today.
It is now more than 31 days after the above Tax-Loss Harvesting move. Furthermore, that VWO position has moved out of the loser category, so that it has a slight gain today while VEU still has a slight loss. The portfolio is overweighted in emerging markets, too.

It makes sense to me to now exchange all the VWO back to either VEA or into VEU today. I have submitted a limit order to sell VWO at a price slightly higher than the current price. I want to sell at a gain so that I don't have to worry about any future wash sales if I decide to buy back VWO.

Astute readers will note that this is an anti-momentum play in VWO, but perhaps not in VEU or VEA.

If it executes, I will make a decision about which ETF to buy with the proceeds and let you all know.
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Old 10-29-2014, 10:38 AM   #237
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OK, VWO sold at a slight gain (it is trading a few cents lower now). I see that prices for VEU and VEA are slowly dropping, so I have submitted a limit order to purchase VEU at a price about 5 cents below current ask.

Executed, but only after switching from a limit order to a market order. I'll have to eat a cheaper lunch today to make up for the price difference.

(Edit to add: I should have stopped looking as my limit order would have executed if I had just waited.)
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Old 10-29-2014, 10:45 AM   #238
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The short-term play EDC order that filled a month ago finally moves into the green. If I am to sell now, I will book a meager 3% gain. So, I wait.

The other semiconductor ETF I bought, also for a short-term play, has been above the strike price of the call option that I immediately wrote. If I held off till now, would have had 30-35% gain instead of the 22%. Oh well, one does not go broke taking profits.


PS. The EDC I bought is like LOL's VWO, but on steroid. For short-term plays, I like these leveraged high-beta ETFs or stocks because I can commit less money for the same effect.
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Old 10-29-2014, 01:47 PM   #239
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I'm glad I sold VWO near today's high, but I should've waited to buy VEU.

OTOH, I can sell VEU to tax-loss harvest and buy VEA and VWO whenever I want without worrying about wash sales.
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Old 10-30-2014, 08:29 PM   #240
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FSIVX (international index) it is for this month. The order's in. Just a few months to go
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