Australian (ASX) Stock Market Forum

I added VGS to my holdings in 2016 for the purpose of having international exposure which now sits around 25%. Purchased some more in March this year and I'll add when I can.

As with the other ETF I hold (VAS) the distribution for the July quarter is down on the pcp but not to the same extent ($0.63 v $0.73.)

My only real bugbear with these is waiting until the Annual Tax Statements become available.
 
As per the VAS thread, VGS has advised the estimated distribution for the December quarter is 40.5c. It is down 5c compared with the previous December quarter distribution so not too bad as far as I am concerned.
 
VGS funds - along with those from VAS - to hit the accounts today. It's a five figure sum so I'll likely set aside some for MIR's SPP. Have to keep faith with my investing strategy which is simple in the extreme.
 
VGS has announced the estimated distribution for the September quarter is $0.345197 payable on 18 October.

This compares with $0.345002 for the pcp.
 
VGS advises the estimated distribution for the December quarter is $0.431455 payable 19 January.

Previous December distribution was $0.403359.
 
VGS has announced an estimated distribution of $0.304132 for the December quarter. PCP was $0.431.
 
Vanguard advises the estimated distribution for VGS is $0.22477 (pcp $0.4077.) Payable 20 April.
 
The estimated VGS distribution for the September quarter is $0.673833.

The distribution for the previous corresponding period was $0.348331.
 
I'm keen to add some more VGS to boost my international exposure. I'm a beginner at charting, but the chart below seems to be telling me not at this time. Maybe I have it wrong...

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VGS is also on my radar but not while it's going up... then again... I'm procrastinating whether I should just dip my toes for now.
 
VGS is obviously going UP long term, and is a good long term investment, as long as you can withstand huge market corrections. I'm hyper defensive at the moment and have 50% of my stocks in gold equities and physical. Overall, 75% cash.

My only general equity position is in IOZ which is where my Army pension gets deposited each fortnight.

I have nothing in international shares even though my brother says I should. But, what would he know.

The risk with VGS at the moment is that the FANGS have distorted returns over the past year so make the current gains from the 1100 breakout a case for FOMO. FANGS might still run, but it's looking like a bubble. I wouldn't go there right now. Better to just have cash in a high interest bearing account at the moment, IMO.

Weekly and daily charts below.


Screenshot 2024-03-17 at 7.57.02 pm.png
Screenshot 2024-03-17 at 7.57.18 pm.png
 
I added to my VGS last week.

I'm nervous about where markets are at the moment, but it's for the long term and I succumbed to my fear of not being in the market.
VGS is obviously going UP long term, and is a good long term investment, as long as you can withstand huge market corrections. I'm hyper defensive at the moment and have 50% of my stocks in gold equities and physical. Overall, 75% cash.

My only general equity position is in IOZ which is where my Army pension gets deposited each fortnight.

I have nothing in international shares even though my brother says I should. But, what would he know.

The risk with VGS at the moment is that the FANGS have distorted returns over the past year so make the current gains from the 1100 breakout a case for FOMO. FANGS might still run, but it's looking like a bubble. I wouldn't go there right now. Better to just have cash in a high interest bearing account at the moment, IMO.

Weekly and daily charts below.


View attachment 172881View attachment 172882
I think provided your holding period is 5 years, you don’t have to fear market corrections so much.

Its interesting to take a look at the full constituents list of VGS, some times for fun at night I pick a name I don’t know and just do some reading about it, there is so many great businesses in there that you would never think about.

Take American tower corporation for example, basically their entire business is building mobile phone towers and then leasing space on them for the phone companies to place their antennas, basically they own hundreds of sites right across the USA and earn stable rental checks each month.

there is hundreds of these types of important companies in the index chugging along providing steady earnings and dividends, the Fangs get a lot of attention, but there is so much more to the index, and all it really requires is for people to just go about their lives, using phones, driving cars, eating food, watching movies, using credit cards, paying home loans, having hot showers, using air conditioning, etc etc etc.
 
I don't lose sleep over the market having been through two events so far, the first was COVID and I was able to grab a few very cheap stocks. The second wave I had too much in tech stocks. I know I should have sold them when they were at their peak but I didn't. So I watched them go down, then back up again. I'm now pretty well recovered and if I hadn't spent so much money my portfolio would be bigger than before.

Not sure about much else, I hold a bit of everything and right now I see value in REITs,
 
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