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Fido has been great for my family and I. We've had accounts moving in and out throughout the years. Give them a call and work with their reps if you have any questions. Like any place some reps are great others are so-so, call back if not happy with the first one. Many things for transfers etc...

This may help clarify for those holding reits or interested in them for taxable... not exactly that clear cut and may not be as bad in some cases as it sounds: https://www.reit.com/investing/investing-reits/taxes-reit-investment

Definitely on board with this one! Ideally even earlier.. Sitting with ~$900k investments and hopefully able to bring that to about $2.5 - $2.75MM. Awesome to see yearly dollar growth at this stage.. only gets better!

Congrats on getting ready to wrap up w*rk! It sounds like you are somewhat starting on figuring things out about what you want to do for income. Maybe I'm wrong on that? Otherwise I would suggest doing a bit of research reading up on what may fit for you- bonds, dividend stocks, reits...

As long as you can cover your expected expenses with what you have, congrats! Would love to have a portfolio that size. :)

Down only about 1.4%, up about 14% for the year still. high quality dividend paying stocks.

Big congrats! Sounds like you are in a very good place. Enjoy it!

Welcome! You've taken the first step in that you recognize you want to take action. DW and I are in the same age bracket, different circumstances but the same desire to finish up w*rk early. First suggestion, read and learn all you can if this really interests you. You'll find there isn't...

Not discouraged at all, returns depend on what you are invested in. Thankfully there isn't just some blanket return for all investments. You need to figure out the risk you are willing to take, the returns you need and what type of investments will get you to your goals. All of these...

Welcome! Hawaii sounds nice right about now! :)

Best of luck and welcome to the forums!

Cabin on a lake in the mountains, most likely pacific northwest! Oh yeah! :)

Just my own personal experience, my etf accounts take far less time which is one of their advantages. I really only have control over which type of index etfs I hold, but once I've made my decision of allocation- S&P, REIT, international, mid, small, etc. I generally just keep on investing...

To the original post: It really just depends on what you are trying to achieve here. Not always as clear cut as index vs individual stocks. Are you focusing on Total growth, income, dividend growth, safety, etc. As you can tell folks tend to feel strongly about their way of investing but you...

Up 14.32% ytd including dividends. Portfolio of about 38 divvy growth stocks.

Congrats! Looking forward to that day as well. :)

All relative to what you were invested in. Market has been very friendly to me over the last few years, hopping for a bit of a pullback at this point to get more of the good stuff on sale!

Would keep investing for sure. For one it's enjoyable, very much like any other hobby (yes have other hobbies too haha)- yes I'm weird that way. Secondly, if I was in a situation where I had more than enough and didn't "need" the money, I would invest to create further excess that would allow...

About same thing here as well. A lot of great buying opportunities this past year and start of this year with a steady increase in portfolio value. (individual) Dividend growth stocks have been paying off nice and steady while the S&P has been up and down and up an down again.

Good points I've seen as well. While I have both routes, I definitely prefer the more relatively stable income growth and payout seen with the individual stocks. Makes things easier as a true income replacement from month to month. With enough stocks you can build a monthly payout pretty easy.

While perhaps a different route, sounds like you are hitting the same goal, and that's great in itself!

I have a few of the same ETFS- IDV, HDV, DVY and a few others in my HSA currently- quite like them for ease of management and the income they spin off. Being an HSA, adds a bit of cash to use for medical if needed without touching the balance. For Motif, you can pick a premade basket- think...

Very nice! You've done what we are trying to get to. Love watching the income grow and so looking forward to that crossover point. Congrats!

Hey all, I've seen a lot of posts about index investing, funds, etfs, etc but fewer about dividend growth investing or dividend income investing. I would like to see what others are up to in this area, though not looking for this to be an market index fund vs stock picking debate. :) -Do you...

Congrats on paying off the irs and student loan! Feels great doesn't it? Looks like good progress on the 401k as well. Keep heading that direction, have a plan with goals in mind and you'll get where you want.