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Please Review 10 Months after shifting to Index Investing

I did follow the above advice last year and sold off individual stocks. Currently I am only holding those which have the largest capital gains per dollar of current value. Annualized performance (XIRR) from June 2013 to date is 9.93%. The purpose of this post is to seek fresh reviews of our situatio...
by mehta
Mon Apr 07, 2014 9:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Shift from Individual Stocks to Index Investing
Replies: 3
Views: 920

Re: Help with portfolio, fiduciary hourly advisor

Allan Roth (http://www.daretobedull.com/) helped us simplify our portfolio. He often writes on this forum. Even though I could have managed it with this forum and the Wiki, it was very reassuring to have him confirm and fine-tune what I was thinking. The process was educational for both me and my wi...
by mehta
Thu Jul 25, 2013 2:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with portfolio, fiduciary hourly advisor
Replies: 139
Views: 5791

Re: Shift from Individual Stocks to Index Investing

@livesoft Thank you so much for the detailed lucid answer covering all my concerns in the correct overall context. I have my homework set for some time ahead. I am going to assume that there is nothing wrong in re-balancing in a couple of swift steps as opposed to a slow transition. At some point I'...
by mehta
Sat Mar 16, 2013 11:07 am
 
Forum: Investing - Help with Personal Investments
Topic: Shift from Individual Stocks to Index Investing
Replies: 3
Views: 920

Shift from Individual Stocks to Index Investing

Sorry for a very long first post. It is yet another individual situation. The questions are at the end. Age: 52 with non-working spouse Emergency funds: Covered Debt: None Responsibilities: Over Tax Filing Status: Married filing Jointly Tax Rate: Highest State of Residence: NY Portfolio size is suff...
by mehta
Fri Mar 15, 2013 9:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: Shift from Individual Stocks to Index Investing
Replies: 3
Views: 920

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