Search found 3 matches

by dchmelir
Wed May 24, 2017 3:13 am
Forum: Investing - Help with Personal Investments
Topic: Investing Strategy
Replies: 15
Views: 1696

Re: Investing Strategy

Man, you guys are awesome!! I'm really not too concerned with just selling all the stuff in the managed account now, it's made only about $8000 in the last few months, so I'll just imagine I got a nice $8000 bonus from work, and I'll pay the taxes to get out of the mess. I am definitely planning to ...
by dchmelir
Tue May 23, 2017 3:20 am
Forum: Investing - Help with Personal Investments
Topic: Investing Strategy
Replies: 15
Views: 1696

Re: Investing Strategy

Thanks retiredjg. Here are some answers to your questions: 1a. Too much AAPL My wife and I both work at Apple and they give significant portion of our overall compensation in AAPL stock. Yes I know I need to diversify even more. Earlier this year we sold AAPL and put the money in the managed account...
by dchmelir
Fri May 19, 2017 3:52 pm
Forum: Investing - Help with Personal Investments
Topic: Investing Strategy
Replies: 15
Views: 1696

Investing Strategy

Hello All, Here is my portfolio for investment strategy help. Looking to consolidate funds into some fidelity index funds instead of using the managed account. Emergency funds: Have this Debt: Mortgage $669,000 4.25% interest fixed for 30 years (27years to go) Tax Filing Status: Married no children ...

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