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Re: In Kind Transfer Question

I just transferred my brokerage account to Vanguard and had the same question since my cost basis did not transfer for uncovered shares. You cannot manually input them - I am not sure why Vanguard did not request the cost basis form as part of the transfer. Here is the response that I got: Our cost ...
by tryingtoInvest
Mon Mar 25, 2013 1:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: In Kind Transfer Question
Replies: 4
Views: 528

Re: Seeking Portfolio Advice

ruralavalon - thank you for your clarifications - I have a much better understanding of the process and how to plan a strategy now. I just completed my rebalance as follows: 1) Elected to go 75% stock/25% bond - this allowed me to put all of my bond holdings into the 401k. I did a quick analysis and...
by tryingtoInvest
Sun Mar 24, 2013 7:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking Portfolio Advice
Replies: 12
Views: 997

Re: Seeking Portfolio Advice

fulltilt - thank you for your response - that is a good approach to add some flexibility. ruralavalon - thank you very much for your detailed response as well - i actually did not appreciate the funds available in my 401k until I began reading about other people's options. I just have a couple of qu...
by tryingtoInvest
Sun Mar 24, 2013 9:27 am
 
Forum: Investing - Help with Personal Investments
Topic: Seeking Portfolio Advice
Replies: 12
Views: 997

Re: Seeking Portfolio Advice

Thank you for the reply - unfortunately it looks like the stable value is down around 1% with ER .71%. I definitely would like to understand ibonds for emergency/mid term expenses - I will look into this once I figure the retirement side of my portfolio out. I had another question if anyone has an o...
by tryingtoInvest
Sat Mar 23, 2013 7:58 am
 
Forum: Investing - Help with Personal Investments
Topic: Seeking Portfolio Advice
Replies: 12
Views: 997

Re: Seeking Portfolio Advice

Just wanted to try bumping this up to see if anyone has any other thoughts.
by tryingtoInvest
Fri Mar 22, 2013 2:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking Portfolio Advice
Replies: 12
Views: 997

Re: Seeking Portfolio Advice

Good morning Everyone, Thank you again for your reply and advice Twins Fan. I am going to sit down and do the rebalancing this weekend - I am wondering if anyone else has any other opinions, suggestions, or comments. Particulary regarding putting all of my bond holdings into my 401k's Pimco Total Re...
by tryingtoInvest
Thu Mar 21, 2013 8:34 am
 
Forum: Investing - Help with Personal Investments
Topic: Seeking Portfolio Advice
Replies: 12
Views: 997

Re: Seeking Portfolio Advice

You say you like the lazy portfolio, but I sense there's a wheeler and dealer in you trying to get out? Haha yes you are correct - I allotted myself a small portion of funds (not included in my previous post) that I use for the speculator in me. Thank you for the advice - I will definitely do some ...
by tryingtoInvest
Fri Mar 15, 2013 6:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking Portfolio Advice
Replies: 12
Views: 997

Seeking Portfolio Advice

Hi Everyone, First off I would like to thank everyone who contributes to this website - there is a wealth of knowledge here that is presented is a very friendly and welcoming manner. Some back history: I am 28 years old, professional engineer, getting married in a year, and currently seeking to take...
by tryingtoInvest
Fri Mar 15, 2013 3:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking Portfolio Advice
Replies: 12
Views: 997

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