Recent content by lennyandgragg1

  1. L

    Portfolio Balancing: Sell or Hold and Buy New?

    I figured some might say that. I’m feeling like everything I my portfolio should be a staging more than 7% except any bond funds. Was thinking I should sell those two funds and buy SNP index funds, but was concerned with diversity and taxes.
  2. L

    Portfolio Balancing: Sell or Hold and Buy New?

    Hey there. I was reviewing my portfolio recently which consists of a variety of Vanguard mutual funds. First, let me say that I am not retired, but plan to retire within the next ten years. Most of the funds I have I have held onto for at least ten years and they have yielded around 7-10%. Two...
  3. L

    Are Financial Advisors Necessary?

    Hopefully I’m replying to all who took the time to offer their advice. This is what I have loved about this forum for years. You guys hit things from several different angles and perspectives. My approach has always been to invest in the index funds with the lowest fees, contribute on a regular...
  4. L

    Are Financial Advisors Necessary?

    Hi, I'm Steve. I don't post very often, but I am always reading the newsletters trying to stay somewhat informed while staying extremely busy raising two daughters, being a teacher, and coaching high school girls' basketball. I always thought I wanted to retire early, but as I am about to turn...
  5. L

    Hi From Waxhaw, N.C. Looking for Advice on Dividend Investments

    @Old Shooter. Thanks for the detailed explanation. I guess I wanted to make sure I wasn’t missing something before it was too late in my working career. I agree that there is no free lunch!
  6. L

    Hi From Waxhaw, N.C. Looking for Advice on Dividend Investments

    @Old Shooter....Great interview. It explained things very clearly. Is there an ideal situation where one could get the best of both worlds with dividends capital gains or does the stock price usually go down if one is given a dividend?
  7. L

    Hi From Waxhaw, N.C. Looking for Advice on Dividend Investments

    Great article. Thanks for sharing.
  8. L

    Hi From Waxhaw, N.C. Looking for Advice on Dividend Investments

    Hey there. I have been reading this newsletter for several years now, but have never really asked any questions nor answered any as I do not consider myself knowledgeable enough. I am 48 years old and was hoping to retire at 55 if possible. I have investments totaling 1.1 million which consists...
Back
Top Bottom