Hello- had a question please :
have any of you "taken the plunge" and moved all of your individual equities to ETF's or a minimal portfolio of funds ?
- i have under 10% of my portfolio in individual equities in taxable accounts
- i've been debating doing this to simplify my portfolio rather than monitor all types of stocks (in the Boglehead spirit)
- one issue (good to have) is that (for now) the equities are performing and are in line with my asset allocation, but it also causes me to hesitate and say why fix something that isn't broke ?
- i understand there may be some tax impact but i can manage that transition
wondering if anyone has done this or been stuck in the same mental loop i'm in about not fixing something this is working well for the moment
thanks for any thoughts and tips !
have any of you "taken the plunge" and moved all of your individual equities to ETF's or a minimal portfolio of funds ?
- i have under 10% of my portfolio in individual equities in taxable accounts
- i've been debating doing this to simplify my portfolio rather than monitor all types of stocks (in the Boglehead spirit)
- one issue (good to have) is that (for now) the equities are performing and are in line with my asset allocation, but it also causes me to hesitate and say why fix something that isn't broke ?
- i understand there may be some tax impact but i can manage that transition
wondering if anyone has done this or been stuck in the same mental loop i'm in about not fixing something this is working well for the moment
thanks for any thoughts and tips !
Statistics: Posted by tigerfan65 — Mon Jan 27, 2025 4:27 pm — Replies 3 — Views 215