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Re: Number of Holding in Brokerage Account

I appreciate the advice that people are offering and statistics that have been noted. My question is about the number of holdings in a brokerage account. There was one response that requested personal information (age, tax impact, etc.). I don't provide personal information on a forum like this and ...
by CliffB
Fri Jul 26, 2013 5:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: Number of Holding in Brokerage Account
Replies: 14
Views: 698

Re: Number of Holding in Brokerage Account

Thanks to all for the input. The brokerage account contains stocks, stock funds, bond funds, unit investment trust and REITS. The total return (capital appreciation, dividends and interest) for the first half of 2013 was 2.8%. The S&P was 12.6% and the Dow was 13.7%. My accountant just told me t...
by CliffB
Wed Jul 24, 2013 3:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Number of Holding in Brokerage Account
Replies: 14
Views: 698

Number of Holding in Brokerage Account

My wife and I are with a broker who works for commissions. We currently have 36 individual positions/holding in our brokerage account. I found some brokerage metrics by Schwab indicating that the average is 6-8 positions. What have been your experiences with the number of holdings. I think 36 is way...
by CliffB
Wed Jul 24, 2013 12:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: Number of Holding in Brokerage Account
Replies: 14
Views: 698

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