Comments on: Portfolio Update: Switched from iShares’ XIN to Vanguard’s VEA http://www.investingintelligently.com/2007/09/08/portfolio-update-switched-from-ishares-xin-to-vanguards-vea/ Not just another (Canadian) financial blog Mon, 08 Sep 2008 00:31:04 +0000 http://wordpress.org/?v=2.5.1 By: Dave http://www.investingintelligently.com/2007/09/08/portfolio-update-switched-from-ishares-xin-to-vanguards-vea/#comment-7233 Dave Mon, 05 Nov 2007 07:33:36 +0000 http://www.investingintelligently.com/2007/09/08/portfolio-update-switched-from-ishares-xin-to-vanguards-vea/#comment-7233 Hey Paul, thanks for your question. I wrote a lengthly reply here: <a href="http://www.investingintelligently.com/2007/11/03/ask-dave-index-etfs-and-rebalancing-or-lack-therof/" rel="nofollow">Ask Dave: Index ETFs and Rebalancing (or lack therof)</a> Hey Paul, thanks for your question. I wrote a lengthly reply here:
Ask Dave: Index ETFs and Rebalancing (or lack therof)

]]> By: Paul http://www.investingintelligently.com/2007/09/08/portfolio-update-switched-from-ishares-xin-to-vanguards-vea/#comment-7224 Paul Sat, 03 Nov 2007 19:56:11 +0000 http://www.investingintelligently.com/2007/09/08/portfolio-update-switched-from-ishares-xin-to-vanguards-vea/#comment-7224 Hi Dave, Great blog with some very interesting points. Just a quick question. With regards to balancing ones portfolio, would ETF's like VEA and I see there is now one that encompasses the whole world excluding the US, not pose a problem. If for example the European markets did well one year but the Pacific markets performed poorly, then one would be unable to rebalance by selling a Eurpoean based ETF's (like VGK for example) and buying more Pacific based ETF's (VPL for example). With everything in one basket one could not take advantage of the gains to be made by selling high and buying low. Is this assumption correct? Or is it true that because VEA comprises 75% VGK and 25% VPL, that it would reflect any net changes made by owning a combination of both VGK and VPL? Thanks for your time and I look forward to your comments. Hi Dave,

Great blog with some very interesting points.

Just a quick question. With regards to balancing ones portfolio, would ETF’s like VEA and I see there is now one that encompasses the whole world excluding the US, not pose a problem. If for example the European markets did well one year but the Pacific markets performed poorly, then one would be unable to rebalance by selling a Eurpoean based ETF’s (like VGK for example) and buying more Pacific based ETF’s (VPL for example). With everything in one basket one could not take advantage of the gains to be made by selling high and buying low. Is this assumption correct? Or is it true that because VEA comprises 75% VGK and 25% VPL, that it would reflect any net changes made by owning a combination of both VGK and VPL?

Thanks for your time and I look forward to your comments.

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