Search found 25 matches

Return to advanced search

Re: Stocks as long term investments

Another 3 in making (Coke, McD, IBM) ... would you own their stocks after reading this article ... http://finance.yahoo.com/news/are-coke- ... 55983.html
by n00b_to_investing
Tue Oct 21, 2014 5:56 pm
 
Forum: Investing - Theory, News & General
Topic: Stocks as long term investments
Replies: 57
Views: 4802

How to get rid of fractional shares

I recently switched to "specific id" for cost basis & stopped dividend re-investment for may taxable account. However, there are a few tax lots with fractional shares that I was hoping to sell. Wondering if there is a way to do so
by n00b_to_investing
Mon Sep 29, 2014 5:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: How to get rid of fractional shares
Replies: 4
Views: 537

Questions before funding a new 401K

My DW started a new job recently and will be eligible to contribute towards employer 401K plan (with no employer contribution) starting Oct 1st. We plan to max out the $17.5K limit and wonder should we do pre-tax or post-tax contribution. Suggestions ? Background: Each of us have rolled-over IRAs fr...
by n00b_to_investing
Fri Sep 26, 2014 4:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Questions before funding a new 401K
Replies: 2
Views: 353

Re: How to go about our messy portfolio?

apologies if its a dumb question but wonder what role does "b. Vanguard Bond & Dividend (VWINX) $97K = 8%" play ? would you move the money eventually back to your index funds
by n00b_to_investing
Thu Sep 25, 2014 11:46 am
 
Forum: Investing - Help with Personal Investments
Topic: How to go about our messy portfolio?
Replies: 20
Views: 2414

Re: Can a Commodities Fund be a Long-Term Investment?

How about commodity producers like BHP, Agrium, Energy XLE vs Futures etc ?
by n00b_to_investing
Sun Aug 24, 2014 1:40 am
 
Forum: Investing - Theory, News & General
Topic: Can a Commodities Fund be a Long-Term Investment?
Replies: 45
Views: 3061

Re: Your biggest "Missed Money" event that still kills you?

Bought 200 NFLX @ $7.5 ($1500) in 2004, sold it at $15 ... today NFLX is at $470 and my investment would have been worth ~200K :oops:
by n00b_to_investing
Wed Aug 20, 2014 10:13 am
 
Forum: Investing - Theory, News & General
Topic: Your biggest "Missed Money" event that still kills you?
Replies: 102
Views: 8388

LT Capital Gains

I have a fairly diversified portfolio allocated across VTI/VXUS/BND ETFs (80/20, 30% intl, 20% cash for DCA). Outside this allocation, ~ 15% of my NV is in two internet mega corps (ESPP, RSU) fully vested sitting on low 6 figure LT capital gains. At some point I would like to sell them and re-alloca...
by n00b_to_investing
Mon Jul 07, 2014 2:46 am
 
Forum: Investing - Help with Personal Investments
Topic: LT Capital Gains
Replies: 4
Views: 485

Cash vs Wellesley

I have accumulated fair amount of cash ... roughly 20% of my total investment (goal: 80/20, 30% international) from recent RSU, ESPP sale, bonus etc. I plan to DCA the cash over the next 12 months. Wondering if I should leave the cash in money market funds or invest in Wellesley or something else ? ...
by n00b_to_investing
Mon Jun 23, 2014 7:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: Cash vs Wellesley
Replies: 4
Views: 1348

Re: The Funniest Movie Ever

Totally agree "It's a Mad, Mad, Mad, Mad World" is the best ever

I can watch these any day over and over again ... brightens my day:

Tommy Boy
Analyze This
Naked Gun: From the Files of Police Squad!
Happy Gilmore

Happy New Year!
by n00b_to_investing
Thu Jan 02, 2014 1:35 pm
 
Forum: Personal Consumer Issues
Topic: The Funniest Movie Ever
Replies: 227
Views: 15241

Re: Theoretical best way to sell individual stock shares?

I don't think i would ever do it. please have mercy and in the spirit of keeping it theoretical how about writing a covered call at a strike price you won't regret if get called. You capture the option premium + disinvest at your expected price
by n00b_to_investing
Thu Dec 26, 2013 7:31 pm
 
Forum: Investing - Theory, News & General
Topic: Theoretical best way to sell individual stock shares?
Replies: 12
Views: 760

Re: Which Vanguard Active Fund ?

in process of moving to a 3 fund portfolio. the interest is purely theoretical. I came across this paper at Vanguard https://institutional.vanguard.com/iwe/pdf/FASRBT.pdf
would Primecap ODYSSEY qualify as alternatives ?
by n00b_to_investing
Tue Sep 24, 2013 9:57 am
 
Forum: Investing - Help with Personal Investments
Topic: The benefits of active-passive combinations
Replies: 19
Views: 1233

The benefits of active-passive combinations

would you pick as your core holding ?
PRIMECAP VPMCX
PRIMECAP Core VPCCX and
Capital Opportunity VHCOX
by n00b_to_investing
Tue Sep 24, 2013 9:36 am
 
Forum: Investing - Help with Personal Investments
Topic: The benefits of active-passive combinations
Replies: 19
Views: 1233

funds waiting to be invested - pl help

I have significant savings parked in VMSXX (Vanguard Tax-Exempt Money Market Fund) as I DCA into a 3-fund portfolio (goal is to be fully invested in 6 months). It seems the fund is not FDIC insured like any other savings account. Curious if there is a better way to manage un-invested funds ... Thoug...
by n00b_to_investing
Thu Sep 12, 2013 1:20 pm
 
Forum: Personal Finance (Not Investing)
Topic: funds waiting to be invested - pl help
Replies: 7
Views: 569

RBD (Really Bad Day) today ?

been a month since a similar sell-off. opportunity to move some cash to equity ?
by n00b_to_investing
Thu Aug 15, 2013 2:13 pm
 
Forum: Investing - Theory, News & General
Topic: RBD (Really Bad Day) today ?
Replies: 69
Views: 7264

FDIC Insurance for Living Trust Accounts

Wondering if the FDIC insurance for Living Trust Savings / Checking accounts is the same as a typical Joint account i.e., $250K per account holder. Also, how about the FINRA/SIPC coverage for Non retirement brokerage accounts ? At the very least one would expect the rules / guidelines to be consiste...
by n00b_to_investing
Wed Jul 17, 2013 6:56 pm
 
Forum: Personal Finance (Not Investing)
Topic: FDIC Insurance for Living Trust Accounts
Replies: 12
Views: 521

Re: Tesla Motors Stock

I noticed on Y!Finance the founder Elon Musk put his own $$ and bought Tesla shares @ $92
by n00b_to_investing
Wed Jul 10, 2013 2:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Tesla Motors Stock
Replies: 164
Views: 13502

Was today a RBD ?

Given the shallow dips so far this year, would today be a RBD ?
by n00b_to_investing
Fri May 31, 2013 5:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Was today a RBD ?
Replies: 35
Views: 2756

Re: *fired my advisor* need help with investments

bump I assume you bumped your post up because you are hoping to get more help. As I said in an earlier post, we can't really help you without the needed information. You have included some information, but it is all over the place. That makes it difficult for people to find what they are looking fo...
by n00b_to_investing
Thu Feb 14, 2013 5:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

Re: *fired my advisor* need help with investments

Apoligies in advance ... *** consolidating & answering additional questions *** Current financial situation: 1. mostly cash + vested stock options from prev employment = ~ $1MM --> need to move it to a diversified portfolio for retirement & college education 2. value of retirement accounts ...
by n00b_to_investing
Tue Feb 12, 2013 2:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

Re: *fired my advisor* need help with investments

It's pretty hazy but it appears you have something like $1.4M in savings, mostly cash except for $0.25M in your previous employers stock. Is that about right? Cash and one stock........ about as undiversified as anyone could imagine. I'm doubting the advisor had anything to do with this. Question, ...
by n00b_to_investing
Tue Feb 12, 2013 1:02 am
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

Re: *fired my advisor* need help with investments

save-early-often wrote:Just out of curiosity, what lead to the firing of the advisor?


long story but in short they switched firms and the new investment approach was way too complicated
by n00b_to_investing
Mon Feb 11, 2013 10:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

Re: *fired my advisor* need help with investments

Apoligies in advance ... *** consolidating & answering additional questions *** Current financial situation: 1. mostly cash + vested stock options from prev employment = ~ $1MM --> need to move it to a diversified portfolio for retirement & college education 2. value of retirement accounts s...
by n00b_to_investing
Mon Feb 11, 2013 8:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

Re: *fired my advisor* need help with investments

My apologies if i was unclear earlier. A simpler view of my current situation will be: 1. mostly cash + vested stock options from prev employment = ~ $1MM --> need to move it to a diversified portfolio for retirement 2. value of retirement accounts so far = ~ $375K --> mostly sitting in cash. So in ...
by n00b_to_investing
Mon Feb 11, 2013 8:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

Re: *fired my advisor* need help with investments

Thanks everyone for your inputs so far. A few clarifications: 1. I already have 40% equity in the home and with the mortgage, I hoping to take advantage of the low interest rates. In a perfect world, I would try to payoff the loan in the next 7-10 years 2. In regards to the emergency cash, honestly ...
by n00b_to_investing
Mon Feb 11, 2013 7:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

*fired my advisor* need help with investments

I am sorry to say that I was not impressed with my FA [no offense to all the professionals] ... it just didn't work out. I am not as financially saavy and nervous to take positions myself. Therefore looking for some guidance. Here's my situation: Emergency funds: Cash: $100K Debt: Mortgage on primar...
by n00b_to_investing
Mon Feb 11, 2013 2:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: *fired my advisor* need help with investments
Replies: 27
Views: 3054

Return to advanced search