Out of my current stocks, what should I buy/sell?

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EricLThomp
Posts: 42
Joined: Tue Sep 18, 2018 10:10 pm

Out of my current stocks, what should I buy/sell?

Post by EricLThomp » Fri Nov 08, 2019 2:39 pm

Here are my stock pies.
Any current sells/buys to be had here? Advice appreciated.

https://m1.finance/8EIeIf3oy
https://m1.finance/rKidoOznt

Schlabba
Posts: 149
Joined: Sat May 11, 2019 9:14 am

Re: Out of my current stocks, what should I buy/sell?

Post by Schlabba » Fri Nov 08, 2019 3:12 pm

Sell all and buy an index fund.
IWDA: MSCI World | EMIM: MSCI Emerging Markets | AGGH: Global Aggregate Bond Hedged to €

Vanguard Fan 1367
Posts: 1146
Joined: Wed Feb 08, 2017 3:09 pm

Re: Out of my current stocks, what should I buy/sell?

Post by Vanguard Fan 1367 » Fri Nov 08, 2019 3:42 pm

Schlabba wrote:
Fri Nov 08, 2019 3:12 pm
Sell all and buy an index fund.
I agree except consider capital gains taxes and develop a strategy for dealing with them.

I compared my stocks return with the S & P 500
Vanguard fund. The fund did better.

Read Bogles books for more info. Index funds have a lot of advantages.

milktoast
Posts: 65
Joined: Wed Jul 10, 2019 8:17 pm

Re: Out of my current stocks, what should I buy/sell?

Post by milktoast » Fri Nov 08, 2019 5:52 pm

Are those all in taxable? Anything that isn't in taxable, just sell it all and convert to your AA.

For taxable:
Step #1 - stop buying individual stocks
Step #2 - stop dividend reinvestment
Step #3 - buy broad indices with dividends and new money

Beyond that, it's complicated.

I personally would sell the biggest losers and then sell the biggest percentage winners until my net loss for the year was $3000.

Rosencrantz1
Posts: 16
Joined: Tue Sep 10, 2019 12:28 pm

Re: Out of my current stocks, what should I buy/sell?

Post by Rosencrantz1 » Fri Nov 08, 2019 6:14 pm

I'm pretty sure, here on Bogleheads, you'll get a consistent response to 'sell all individual stocks and buy the market - aka VTI'. Having said that, I looked over your "pies" and saw many fine companies - many that I've individually owned myself before I started taking half steps toward 'buying the equity market' (selling off the individual companies and - for me - buying mixtures of VOO, VIG, VGT, MGK and VNQ over the past several years). I'll say this..... I really have embraced ultra low expense ratios. I've ditched ALL the high expense mutual funds from my accounts.

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