What ETF do you have and will keep for the forseeable future?
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Sojourner
Thinks s/he gets paid by the post
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Not nearly enough information provided to answer your question. What funds were you in at Edward Jones? Why did you "cash out" when you moved to TD Ameritrade? What is your desired asset allocation (stocks vs. bonds, domestic vs. international, etc.)?
The stocks that I sold could not be moved...they might have been proprietary...or TDAmeritrade just doesn't handle them. I want to be in stocks only as I have a pension that replaces the 'bond' portion of my portfolio...I probably need an international ETF...I'm in:
DGRO
EFA
FFICX
MFEKX
MFRKX
MKDVX
OEF
SFCWX
VBR
VIG
VO
VTV
VUG
I can't figure out how to get the name of the fund with the ticker...sorry.
DGRO
EFA
FFICX
MFEKX
MFRKX
MKDVX
OEF
SFCWX
VBR
VIG
VO
VTV
VUG
I can't figure out how to get the name of the fund with the ticker...sorry.
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OldShooter
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Congrats on escaping Fast Eddie's clutches. For a buy and hold invesor, IMO there's nothing much special about ETFs vs conventional mutual funds. Maybe small tax advantage if held in a taxable account.
That said, we've achieved what I consider to be passive investor nirvana -- 95% of our equities are in one fund, VTWAX. We own the world, market cap weighted. No home country bias except by the cap weighting. VT is the ETF flavor. We don't expect to need any other equity fund going forward/forseeable future.
That said, we've achieved what I consider to be passive investor nirvana -- 95% of our equities are in one fund, VTWAX. We own the world, market cap weighted. No home country bias except by the cap weighting. VT is the ETF flavor. We don't expect to need any other equity fund going forward/forseeable future.
Do a web search for "bogleheads investing startup kit".
OverThinkMuch
Recycles dryer sheets
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You had funds at EJ and now have cash. Is this in a taxable account? If so, you'll owe taxes on the funds you sold. Some of the cash should be set aside to pay taxes in that case.
If this is in an IRA, that's too many ETFs. For example, VUG and VTV are value and growth - together they're the same as buying the market. I'd replace them with VTI. I'd actually replace all of your ETFs with VTI and VXUS, starting over with just US and international.
Then buy or rent a book on investing that uses historical data. "A Random Walk Down Wall Street" is the first one I read, and has been in print for decades. You need to see for yourself what happens in a crash, and how soon the recovery happens. Once you "get it", hopefully you will be more comfortable holding your ETFs when the market crashes.
If this is in an IRA, that's too many ETFs. For example, VUG and VTV are value and growth - together they're the same as buying the market. I'd replace them with VTI. I'd actually replace all of your ETFs with VTI and VXUS, starting over with just US and international.
Then buy or rent a book on investing that uses historical data. "A Random Walk Down Wall Street" is the first one I read, and has been in print for decades. You need to see for yourself what happens in a crash, and how soon the recovery happens. Once you "get it", hopefully you will be more comfortable holding your ETFs when the market crashes.
Same I had many years ago since I never sold. Most of them are now 50-80% profit so selling them makes no sense.
Simple things like VTI, VOO, VO, VIG, VXF, VB, SCHD, QQQ, QQQM, also some losers over the last 10 years like VXUS, VWO, VGK.
Not selling any in my lifetime.
Simple things like VTI, VOO, VO, VIG, VXF, VB, SCHD, QQQ, QQQM, also some losers over the last 10 years like VXUS, VWO, VGK.
Not selling any in my lifetime.
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