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@NW-Bound, is this happening in a taxable account or a tax-advantaged account or both? What's the tax situation like? I know that when I sold covered calls more than 20 years ago, all the profits were short-term just like ordinary income and taxed accordingly.

Sold the shares of AVUV that I picked up last week for a small profit. I was not helped by the drop that AVUV took on Friday. Also I captured the dividend which helped a little bit that will not be reflected in the share price. 041

With Total US Stock Market Index slightly up for the day and AVUV (small-cap value) down more than 3% today, I think it makes sense to buy AVUV and sella little VTI, so I did. 862 I expect AVUV to go back up in a few days and I will try to sell it if it goes up. If it goes down, then I will...

So far those previous bond ETF trades have not turned out like I predicted. Total US Bond Index has continued to go up more than Short-term corporate bond index has gone up. There goes my lunch money for today. 006

I made a transaction today. Since the Total US Bond Index was up 0.4% today, I sold a bunch of shares because this fund doesn't usually go up that much without falling back down in days after. 0.4% is more than many savings accounts will earn for the entire year. But I didn't want to have the...

A cicada killer is an impressive wasp to see in action. I love them.

Posting in this thread is perfectly OK with me and welcome. I made some profitable trades recently, but didn't post them. But I like to post things as they happen, so I feel I cannot say more than that. However, the portfolio did get reduced in value because I bought my wife a new car for...

That's an old myth that we really need to stop perpetuating or at least change to something factual such as: "An old joke is that the best performing accounts at Fidelity, etc. are owned by people who either forgot about them or DIED."

I cannot help you, but maybe reading Morgan Housel's "The Psychology of Money" would be helpful to you? It is a quick read, but I doubt you can get through it by the time you meet with the sales rep from Schwab unless you buy a digital version today.

Right. One had to lose a million dollars first, too.

As expected small-cap value ETFs are up today, so I should have bought yesterday anyways. I missed it. 668

I submitted a limit order to buy some shares of AVUV (small-cap value). I currently own no shares of this ETF. If the limit is not reached by end of day, I will probably change to a market order unless the price pops up from here. 425 I intend to sell the shares if they go up more than 1.5%...

Use Fidelity for its HSA, its Donor-Advised-Fund, its 2% cashback card, its index funds, the no-commissions on ETFs, and its Analysis tools on its web site. Do not use Fidelity for its people. There is no reason really to ever talk to them nor let them put their hand in your pocket.

How did I get here? This is not my beautiful house ... The video is more than 40 years old.

Generally, children have such low incomes that they pay no income taxes. A 529 plan is a way for wealthy parents not to pay income taxes on investment gains when their children go to college. If you are not wealthy and you do not pay taxes on your investments, then there is almost no...

I will completely disagree the premise of the OP. I have a couple of 20-something children who are out working now. Despite the rant-fest in this thread, neither they nor their friends have unrealistic expectations. And I can extend that to people I know in all age groups. Get out there and...

I am happy to read about all the 3-fund portfolio folks in this thread. I suppose it is not unexpected, but you never know. For myself, I also hold the bulk of my portfolio in Total US Stock Market Index, Total US Bond Market Index, and broad-market International Index (though not a Total...

Sorry, just checked in. I guess I wasn't dedicated the past 6 weeks. This thread has basically been my trading diary / investment notebook. 890 I keep exquisite track of portfolio performance, so yes I have a score card. Basically, the portfolio mimics a blend of about 50% DGSIX (small-cap...

Submitted a limit order to sell the MTUM bought yesterday and went for a dog walk. 227 While away the order was executed for a tidy gain.

It seemed like a good day to buy back some MTUM. 123

Strangely, I manage the portfolio the same way after retirement as I did before retirement.

I think they are donating a lot to charity via QCD since the husband is age 71. That reduces the traditional IRA holdings. The RMD of the husband pays for the taxes. So although they pay less in income taxes, they "pay" a decent amount to charity instead. The video needs another column in...

Sold the MTUM shares bought late yesterday for a nice little gain. 938

The CPA has probably found easier ways to make money and is increasing their price to make you go away.

I think the OP's description is not precise, but nothing wrong with it. The OP may have a taxable account that he uses to pay for retirement. If so, it is not an IRA. But he has an IRA as well. So he got a 1099-DIV for some dividends paid in 2020. It doesn't matter whether he spent the...