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Old 08-01-2017, 01:07 PM   #301
db79
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With the daily historic highs wondering if anyone is changing their short-term strategies, amending asset allocations, moving to cash, sticking to the long-term goal, playing with options, hookers&blow, etc...
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Old 08-01-2017, 02:48 PM   #302
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I moved everything to an income fund earning 3.4% a couple days before Trump took office. I wrote down what the NASDAQ/NYSE/DOW indexes were. I decided once the numbers fall below those numbers at some point (eg bubble burst), I'd buy back in. I should have held longer, perhaps I thought disaster was imminent. Either way, better than the loss from last year.

Any experts have time to sort through my portfolio options? I even did the Fidelity managed acct and had taken the loss on a higher risk profile. Decided to be risk averse this year until things settled.
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Old 08-01-2017, 03:32 PM   #303
ilikenapalm
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The easiest investment method is to dollar cost average into an S&P 500 ETF, a la, SPY.

Just buy that shit and hold onto it. Long term, stocks have historically returned at a 9% rate.
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Old 08-04-2017, 11:28 AM   #304
db79
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Quote:
Originally Posted by The Magician View Post
I moved everything to an income fund earning 3.4% a couple days before Trump took office. I wrote down what the NASDAQ/NYSE/DOW indexes were. I decided once the numbers fall below those numbers at some point (eg bubble burst), I'd buy back in. I should have held longer, perhaps I thought disaster was imminent. Either way, better than the loss from last year.

Any experts have time to sort through my portfolio options? I even did the Fidelity managed acct and had taken the loss on a higher risk profile. Decided to be risk averse this year until things settled.
Is this a 401k or taxable account?

Post up what the Fund options are (i.e. Ticker, Name, Expense Ratio).
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Old 08-04-2017, 11:44 AM   #305
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Originally Posted by db79 View Post
Is this a 401k or taxable account?

Post up what the Fund options are (i.e. Ticker, Name, Expense Ratio).
401k, target retirement in 2045-2050.

Fund Name
Stock Investments TARGET 2065 FUND
Blended Fund Investments TARGET RET INCOME
Blended Fund Investments TARGET 2015 FUND
Blended Fund Investments TARGET 2020 FUND
Blended Fund Investments TARGET 2025 FUND
Blended Fund Investments TARGET 2030 FUND
Blended Fund Investments TARGET 2035 FUND
Blended Fund Investments TARGET 2040 FUND
Blended Fund Investments TARGET 2045 FUND
Blended Fund Investments TARGET 2050 FUND
Blended Fund Investments TARGET 2055 FUND
Blended Fund Investments TARGET 2060 FUND
Stock Investments S&P 500 EQUITY INDEX
Stock Investments SM/MID CAP EQ INDEX
Stock Investments INTL EQUITY INDEX
Bond Investments DOMESTIC BOND INDEX
Stock Investments LARGE CAP EQ FUND
Stock Investments SM/MID CAP EQ FUND
Stock Investments INTL EQUITY FUND
Bond Investments BOND PLUS FUND
Bond Investments FIXED INCOME FUND
Bond Investments INFLATION RESPONSE
Stock Investments GD STOCK FUND

My previous mix that netted -7% last year is in the picture

I also have an HSA I can invest which is sitting in cash but I can invest in thousands of mutual funds apparently, just need to pick some.
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Last edited by The Magician; 08-04-2017 at 11:48 AM..
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