Search found 11 matches

by lt1948
Thu Nov 16, 2017 10:54 am
Forum: Personal Finance (Not Investing)
Topic: Pile of Cash - What to do
Replies: 24
Views: 2407

Re: Pile of Cash - What to do

37 years old, this pile of cash fell off a truck in Feb, so I"m trying to get back to my 90/10 allocation without making any dumb mistakes or have huge tax consequences.
by lt1948
Thu Nov 16, 2017 10:31 am
Forum: Personal Finance (Not Investing)
Topic: Pile of Cash - What to do
Replies: 24
Views: 2407

Re: Pile of Cash - What to do

agreed - thanks everyone
by lt1948
Thu Nov 16, 2017 10:26 am
Forum: Personal Finance (Not Investing)
Topic: Pile of Cash - What to do
Replies: 24
Views: 2407

Re: Pile of Cash - What to do

I did, I've deployed 800k into the markets in 2017
by lt1948
Thu Nov 16, 2017 10:14 am
Forum: Personal Finance (Not Investing)
Topic: Pile of Cash - What to do
Replies: 24
Views: 2407

Re: Pile of Cash - What to do

Vanguard - VTSAX, VTIAX 60/40 & BND, BNDX 70/30

90/10 stock to bond
by lt1948
Thu Nov 16, 2017 10:08 am
Forum: Personal Finance (Not Investing)
Topic: Pile of Cash - What to do
Replies: 24
Views: 2407

Pile of Cash - What to do

I have 450k sitting at Amex Online Bank at 1.25%, looking to deploy, but the market seems too high?!

1. Already fully vested with IRA, Roth IRA and Brokerage 1.3 Mill
2. Looking for ideas and strategies
by lt1948
Fri Nov 10, 2017 12:48 pm
Forum: Investing - Theory, News & General
Topic: [Yahoo Finance no longer works - Alternatives to download securities quotes]
Replies: 242
Views: 19262

Re: How to Get Stock Quotes Into Excel

Here is a uTube video on how to get the quotes in xls - https://goo.gl/SyeJao
by lt1948
Fri Oct 06, 2017 10:10 am
Forum: Investing - Help with Personal Investments
Topic: VIPSX
Replies: 5
Views: 437

Re: VIPSX

Thank You for your insight, very helpful, and I think I'll hold off on buying VIPSX in my 401k!
by lt1948
Fri Oct 06, 2017 9:56 am
Forum: Investing - Help with Personal Investments
Topic: VIPSX
Replies: 5
Views: 437

Re: VIPSX

We're 95/5 stocks to bonds

MWTIX is the only other bond fund available in that 401k. We Index VTSAX and VTIAX for equities 60/40 respectively. Using a few other funds to lean towards small caps and value.

This is a fraction of 1% of our overall pie.
by lt1948
Fri Oct 06, 2017 9:28 am
Forum: Investing - Help with Personal Investments
Topic: VIPSX
Replies: 5
Views: 437

VIPSX

Any thoughts on building a position in VIPSX in a 401k over a 20 year period?
by lt1948
Tue Sep 26, 2017 10:50 am
Forum: Investing - Help with Personal Investments
Topic: 56 years old, retired, need help selecting vanguard investment fund
Replies: 16
Views: 2136

Re: 56 years old, retired, need help selecting vanguard investment fund

Vanguard Wellington Fund Admiral Shares - Balanced fund with a good dividend.
by lt1948
Fri Sep 22, 2017 12:30 pm
Forum: Investing - Help with Personal Investments
Topic: Mutual funds at JPMorgan
Replies: 3
Views: 371

Re: Mutual funds at JPMorgan

Own the entire world with this portfolio, BND, BNDX, VTI & VSUX - VMMXX (for money market) - plow all dividends back into more shares and enjoy the ride.