Archive for the 'Strategies' Category

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Specific share identification mutual fund redemption at Vanguard

Tuesday, April 22nd, 2008

Background
Many investors are aware that when they sell a mutual fund or stock with a gain, they have to pay capital gains taxes for it. On the other hand, if they sell with a loss, they can claim a tax loss on it, as long as the transaction does not run foul of the wash […]

Posted in Brokerage, Investing, Strategies, Tax Issues | No Comments »

Is it worthwhile to pay the ETF conversion fee?

Saturday, April 12th, 2008

Based on my previous post on whether to convert my VEIEX (Vanguard Emerging Market Index Fund) holding to VWO (ETF class), I thought it would be a good exercise for me to try to build a simple calculator to compute the breakeven investment amount for investors who need to pay the $50 conversion fee.
The calculator […]

Posted in ETF, Investing, Strategies, Tools | 6 Comments »

Should I convert VEIEX to VWO ETF?

Saturday, April 12th, 2008

Vanguard has been offering ETF classes of several of their conventional mutual shares for some time now. One of the most interesting feature, which is unique to Vanguard as far as I know, is the ability for an investor to convert shares in the mutual fund to ETF shares for a fee of $50 (free […]

Posted in ETF, Investing, Strategies | 6 Comments »

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