Investing - Theory, News & General • Rebalancing Question
You're still contributing/in the accumulation phase, right?In that case, just turn off auto-reinvesting, leave these alone, and direct all new investing dollars (including dividends) towards the...
View ArticlePersonal Investments • Tbills vs tbill etf
I have some money in money market and I’m looking at moving it into something safer. What do you think of SHV ( black rock etf for treasury <1 year) vs buying treasury bills. There is $750k that...
View ArticlePersonal Investments • TIPS Popularity
. The actual question is why would any individual investor buy any bond except an inflation indexed bond. When inflation is low TIPS are still properly indexed. You don't lose anything.You do lose if...
View ArticlePersonal Finance (Not Investing) • Job Change- Considerations,...
Making a job change for the first time in nearly a decade.Obviously this is a stressful process, so just looking for some specific counsel and advice of anything I may not be considering.-Employee...
View ArticlePersonal Investments • Have S&P 500 ETF VOO both in my Roth and a taxable...
You can wait until 30 days from any activity in either account, then sell the taxable. I hold a different fund in taxable to prevent this.Statistics: Posted by WingsFan4Life — Thu Aug 15, 2024 12:39...
View ArticlePersonal Finance (Not Investing) • Helping parents gift stock to...
Is your sister sure to remember what your parents' adjusted basis is? If you have doubts and those shares don't have a covered basis (i.e., were bought before 2011), I suggest that giving covered...
View ArticlePersonal Consumer Issues • Arizona and California in December
I've only been to those AZ spots during Summer, can't say what it's like during December. There really isn't much by Monument Valley and if it's just a sightseeing visit, I'd consider basing out of...
View ArticlePersonal Investments • Help me get started
More information is needed. Please add to your original post with the information and format in the "Asking Portfolio Questions " link.You can amend your original post using the edit button (the...
View ArticlePersonal Consumer Issues • Utah Mighty 5 in early June?
If you’re flexible on dates, October is when you’ll have better weather and much thinner crowds. Arches and Zion will be almost unbearable in June. We’re going for our second time this October. Out...
View ArticlePersonal Investments • TWO Portfolios - Please help me pick ONE
Thank you, both. I'm going to do it myself. I have the following TLH strategy going forward:Jan 1, Apr 1, Jul 1, Oct 1: Buy primary ETF, sell surrogate ETFFeb 15, May 15, Aug 15, Nov 15: Buy surrogate...
View ArticlePersonal Finance (Not Investing) • Developer and private individuals...
Living in the heart of Appalachia, my general understanding is that almost nobody owns their "mineral rights" unless they've owned family land for many generations, and even then, in most cases, the...
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Personal Finance (Not Investing) • How to count a pension in net worth...
For what it’s worth, we have received almost $575,000 from social security and pensions since 2017. We have spent about $350,000 to $400,000 in the same time. Thus our portfolio has increased by...
View ArticlePersonal Investments • Inheritance and Stock Concentration Issue
What are the 2 stocks?On a separate issue [pun intended], are you keeping the inheritance assets as separate money or co-mingling it as marital funds?Statistics: Posted by doobiedoo — Fri Aug 16, 2024...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
Does Webull allow a brokerage account to be set up as "Payable Upon Death" ("POD")?It's a legal requirement that brokerages do this, but it's not required they let you do it on the platform (often a...
View ArticlePersonal Investments • Personal Investment advice
60 % of My taxable account is in SNVXX (ER .3 + ) because of anticipated house purchase. House purchase not happening. SNVXX throwing off taxable dividends- nothing exempt- advisor wants to switch to...
View ArticleInvesting - Theory, News & General • New version of PortfolioVisualizer?
Are there other/better free tools for this?Thanks,JFree tool. https://testfol.io/Regards,Thanks for this!Statistics: Posted by cosmos — Fri Aug 16, 2024 1:13 pm — Replies 273 — Views 35016
View ArticlePersonal Investments • Portfolio Review--Early 30s, Young and Growing Family
Hi Bogleheads,I started reading Bogleheads at the beginning of the year and it helped me reallocate my investments and, probably more important than anything, to stop trying to time the market. Thank...
View ArticlePersonal Finance (Not Investing) • Parent Gifts to Wife and I - Taxes Questions
Do they plan to gift cash or stocks? If the stocks are LTCG, that will be taxed to the individual/couple that sell them, in the year they are sold. As above the gift itself has no tax consequences....
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Personal Consumer Issues • Rust treatment for car undercarriage
Rust is rust. You can remove it from visible places, but you can’t fix it without a welder and more metal. Rust used to be metal. That metal is gone forever. You could do all that stuff you’re talking...
View ArticlePersonal Investments • Bonds and the Bond Market - Book Recommendations?
Hi folks, I'm looking to purchase some bonds for my Roth IRA and I'm still a bit lost when it comes to the bond market and the range of yields I should seek out. I understand the differences between...
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