I have an IRA, which represents a little under 1/3 of my total net worth spread across many ETFs. For simplicity's sake I will move into three funds as noted in Guide to Three Fund Portfolio.
I have calculated the weight of three funds needed balanced against my total holdings.
Debating lump sum into the three funds vs DCA over some fixed number of months? I am 52 and would seek to access these funds, potentially, in 10 years.
I feel like lump sum is the best option but seeking perspective.
Thanks
I have calculated the weight of three funds needed balanced against my total holdings.
Debating lump sum into the three funds vs DCA over some fixed number of months? I am 52 and would seek to access these funds, potentially, in 10 years.
I feel like lump sum is the best option but seeking perspective.
Thanks
Statistics: Posted by java — Thu Aug 08, 2024 8:23 pm — Replies 3 — Views 278