Search found 7 matches

by mehta
Tue Mar 21, 2017 8:13 pm
Forum: Personal Consumer Issues
Topic: Winter Travel
Replies: 29
Views: 2159

Re: Winter Travel

These are a few places we have been to which will have great weather that time of the year. They are very different from your list and the important elements are a different culture and tons of material for photography. I'm assuming 10 days. A susceptibility to jet lag will rule out distant time zon...
by mehta
Sat Mar 18, 2017 6:32 pm
Forum: Investing - Help with Personal Investments
Topic: New job for DW; what to do with her 401(k)
Replies: 5
Views: 428

Re: New job for DW; what to do with her 401(k)

Just two observations: 1) You should look into the fee schedule of the Schwab Personal Choice Retirement Account (PCRA) option in "his 401 (k)". Its not any more complex than managing any brokerage account. Only costs matter. That makes everything available in that account including Vangua...
by mehta
Wed May 28, 2014 7:20 pm
Forum: Investing - Help with Personal Investments
Topic: Shift from Individual Stocks to Index Investing
Replies: 4
Views: 1575

Re: Shift from Individual Stocks to Index Investing

Bump. Would really appreciate an appraisal.
by mehta
Mon Apr 07, 2014 8:27 pm
Forum: Investing - Help with Personal Investments
Topic: Shift from Individual Stocks to Index Investing
Replies: 4
Views: 1575

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
Thu Jul 25, 2013 1:11 pm
Forum: Investing - Help with Personal Investments
Topic: Help with portfolio, fiduciary hourly advisor
Replies: 139
Views: 7908

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
Sat Mar 16, 2013 10:07 am
Forum: Investing - Help with Personal Investments
Topic: Shift from Individual Stocks to Index Investing
Replies: 4
Views: 1575

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
Fri Mar 15, 2013 8:39 pm
Forum: Investing - Help with Personal Investments
Topic: Shift from Individual Stocks to Index Investing
Replies: 4
Views: 1575

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...

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