We did a TLH transaction in Q4 2022 and ended up with about 5,000 shares of ITOT. That block of ITOT shares has appreciated substantially since then.
Now we have accumulated another significant tranche of cash in the (taxable brokerage) account where the ITOT is held. We plan to invest it soon in some sort of low-cost broad equity index fund.
Seeking the wisdom of the Bogleheads on how to play this:
Should we buy more shares of ITOT? Or would it be better to invest the new cash in a different fund (for example, a fund that serves as a TLH partner for ITOT)?
As always, we appreciate any wisdom you are willing to share!
Now we have accumulated another significant tranche of cash in the (taxable brokerage) account where the ITOT is held. We plan to invest it soon in some sort of low-cost broad equity index fund.
Seeking the wisdom of the Bogleheads on how to play this:
Should we buy more shares of ITOT? Or would it be better to invest the new cash in a different fund (for example, a fund that serves as a TLH partner for ITOT)?
As always, we appreciate any wisdom you are willing to share!
Statistics: Posted by The Man with the Axe — Fri Jul 05, 2024 9:22 pm — Replies 1 — Views 152