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Re: Portfolio Housecleaning - Seeking Advice

While I agree that holding a high concentration of stock is NOT a smart move, you also need to consider any ramifications that a large sale will have upon your career with your current employer. Corporate CEOs often pay close attention to employee stock sales, especially of corporate personnel. Unf...
by Televators
Sun May 05, 2013 12:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Housecleaning - Seeking Advice
Replies: 15
Views: 1161

Re: Portfolio Housecleaning - Seeking Advice

A clarifying question: I see two of you mentioned the Vanguard Target 2035 fund. If I put my money in there, how can I control the asset allocation? I apologize if this is not a clear question, I'm trying to understand how to get to that 70/30 ratio. I think this is what you're asking; my apologies...
by Televators
Sun May 05, 2013 12:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Housecleaning - Seeking Advice
Replies: 15
Views: 1161

Re: Portfolio Housecleaning - Seeking Advice

A clarifying question:

I see two of you mentioned the Vanguard Target 2035 fund.

If I put my money in there, how can I control the asset allocation?

I apologize if this is not a clear question, I'm trying to understand how to get to that 70/30 ratio.
by Televators
Sat May 04, 2013 11:44 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Housecleaning - Seeking Advice
Replies: 15
Views: 1161

Re: Portfolio Housecleaning - Seeking Advice

Thank you everyone for your great advice. I am going to digest this for a couple days and build out an action plan before I ask a bunch of random questions and start putting these changes into motion. Thanks again all of you for taking the time to offer your insights, me and my family appreciate it ...
by Televators
Sat May 04, 2013 10:44 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Housecleaning - Seeking Advice
Replies: 15
Views: 1161

Portfolio Housecleaning - Seeking Advice

Greetings, I'm new to posting, and am hoping for some serious help with my "portfolio". I hesitate to call it a portfolio at this point, and I am a bit ashamed to say that I haven’t been paying enough attention to my money. Up to this point, I have simply been sending money to my 401k each...
by Televators
Thu May 02, 2013 11:29 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Housecleaning - Seeking Advice
Replies: 15
Views: 1161

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