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Re: $3000 to invest for 3 years

asking on this forum what stocks to pick or where to get information is the wrong forum

if you need 3k in 3 years, listen to the other postings...

prh116 wrote:I'd stick to Cramer


Lol, I wonder if you would come out ahead doing the opposite of him.
by rogers-SNK
Mon Mar 24, 2014 3:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: $3000 to invest for 3 years
Replies: 18
Views: 1211

Brokerage Sub Portofolios/Accounts?

My uncle wants to help his two grandsons about investing.

He'd like to have a main account but be able to track the two boys progress individually like two sub portfolios? Do online brokerages, e-trade, etc... offer that ability? Or is he stuck with having to open two different accounts?

Thanks!
by rogers-SNK
Mon Mar 24, 2014 11:22 am
 
Forum: Investing - Help with Personal Investments
Topic: Brokerage Sub Portofolios/Accounts?
Replies: 1
Views: 164

Re: Could I retire…. next week?

Dennis,

Others can offer better advice than me, but I wanted to extend my sympathies for your loss. I can't put into words the pain you are probably going through but will offer this quote by A.A. Milne.

How lucky am I to have something that makes saying goodbye so hard.
by rogers-SNK
Mon Mar 17, 2014 9:07 am
 
Forum: Investing - Help with Personal Investments
Topic: Could I retire…. next week?
Replies: 13
Views: 2784

Re: Warren Buffett's portfolio for his wife: Vanguard index

is VFINX good for a taxable account or should one stick with total stock market?
by rogers-SNK
Wed Feb 26, 2014 10:24 am
 
Forum: Investing - Theory, News & General
Topic: Warren Buffett's portfolio for his wife: Vanguard index fund
Replies: 70
Views: 10203

Re: [Visiting] Oahu

You guys/gals are awesome, in case no one has told you yet. Several restaurant reservations now made. I will post them when I get a chance. I think we are going to rent a car for our last 3 or 4 days there, man parking looks like it is crazy expensive ($35 a day). We will probably try and book a Pea...
by rogers-SNK
Sun Apr 14, 2013 4:56 pm
 
Forum: Personal Consumer Issues
Topic: [Visiting] Oahu
Replies: 32
Views: 2764

Re: Oahu

We are staying in Waikiki due to a conference we have there. Thanks for all the input and replies so far.
by rogers-SNK
Thu Apr 11, 2013 1:17 pm
 
Forum: Personal Consumer Issues
Topic: [Visiting] Oahu
Replies: 32
Views: 2764

Re: Those of you with alot of money, how did you do it?

you could do like this guy, PB&J's, no car, no kids, no income tax state...

http://lifeinc.today.com/_news/2013/04/ ... -time?lite
by rogers-SNK
Wed Apr 10, 2013 10:42 am
 
Forum: Personal Finance (Not Investing)
Topic: Those of you with alot of money, how did you do it?
Replies: 81
Views: 9178

[Visiting] Oahu

Anyone have any pointers on going to Oahu, will be there for a week.

Some items:
1. Best way to see Pearl Harbor.
2. Good places to eat?
3. Zoo/Aquarimum worth it?
4. Interesting hikes?
5. Other things to see/do?
by rogers-SNK
Tue Apr 09, 2013 9:57 am
 
Forum: Personal Consumer Issues
Topic: [Visiting] Oahu
Replies: 32
Views: 2764

Monthly/Quarterly/Annually? investing

How much should one have before making purchases of a MF or ETF, say like VTSM. Is a 3-4 hundred a month too small and should save up and wait to buy bigger chunks?

Thanks,
Rogers
by rogers-SNK
Mon Apr 01, 2013 1:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: Monthly/Quarterly/Annually? investing
Replies: 2
Views: 338

Re: What do different classes of a fund mean?

Edited original to show its an ROTH IRA. Yeah 2.14% just seems high to me. According to AmeriPrise site, Vanguard funds are available through them, I wonder if his planner would allow a transfer to that fund.
by rogers-SNK
Tue Mar 26, 2013 1:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: What do different classes of a fund mean?
Replies: 11
Views: 588

Re: What do different classes of a fund mean?

So if I get him to transfer out of that fund, he'd take a 1% hit on the transfer? I assume that his planner would then start to charge him for services as he pays nothing right now but all he has is a roth anyways...
by rogers-SNK
Tue Mar 26, 2013 10:57 am
 
Forum: Investing - Help with Personal Investments
Topic: What do different classes of a fund mean?
Replies: 11
Views: 588

What do different classes of a fund mean?

My brother has an AmeriPrise Planner and has his ROTH IRA in a John Hancock fund "Lifestyle Growth" Class C (ticker JCLGX). First of all what is the difference between the different classes, they offer A,B,C? I assume A probably has a initial Sales Load charge of 5%? Second, when I'm looki...
by rogers-SNK
Tue Mar 26, 2013 9:24 am
 
Forum: Investing - Help with Personal Investments
Topic: What do different classes of a fund mean?
Replies: 11
Views: 588

2012 Roth Contribution

I can put 5k in to my roth this year. I just have my roth in an passive heavy equity low ER right now. So my question is can I put my 2012 contribution into my roth but put it in some kind of holder (cash?) area, and then dole it into the standard area at like a grand a pop over a period of time to ...
by rogers-SNK
Tue Mar 05, 2013 2:19 pm
 
Forum: Investing - Help with Personal Investments
Topic: 2012 Roth Contribution
Replies: 3
Views: 377

Re: Taxable investing [Portfolio Help]

Thank you all for the replies!
The ETF for TSM seems to have the same ER has the Admiral TSM.
If I opened a Vanguard Brokerage account, I'd avoid the 9.99 commission from e-trade I think.

For i-bonds, are those just individual savings bonds that you can only get through treasury direct?
by rogers-SNK
Thu Feb 14, 2013 12:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Taxable investing [Portfolio Help]
Replies: 9
Views: 762

Taxable investing [Portfolio Help]

Hi everyone, First thanks for all the information on this board. I learn more on here than from my fianicial advisor. I am currently reading the Boglehead's investing book, and one from Larry Swedroe called "The only guide to a Winning Investment Strategy". If one is already maxing out 401...
by rogers-SNK
Wed Feb 13, 2013 4:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Taxable investing [Portfolio Help]
Replies: 9
Views: 762

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