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What percentage of your total financial portfolio do individual stocks represent?
Posted on 1/28/23 at 7:29 pm
Posted on 1/28/23 at 7:29 pm
Not sure I worded that well. I am speaking to single stocks (TSLA) and not stock Mutual Funds or ETFs etc.
I’m excluding illiquid assets in “financial portfolio”.
I am at 5% here. Within 10 years of retirement with strong lean and plan to retire in 5 years.
Curious how the MT rolls with individual stocks as a mix of total financial portfolio. Why?…would be interesting too.
I’m excluding illiquid assets in “financial portfolio”.
I am at 5% here. Within 10 years of retirement with strong lean and plan to retire in 5 years.
Curious how the MT rolls with individual stocks as a mix of total financial portfolio. Why?…would be interesting too.
20
Posted on 1/28/23 at 7:38 pm to Turf Taint
Zero. I’m 64 and below 50% in equities. I just blend using index funds. I have used some regular mutual funds in the past, but didn’t see better results with them.
Posted on 1/28/23 at 8:53 pm to Turf Taint
90% individual stocks for me and 10% ETF's. I just like owning stocks. I own about 100 stocks total. Is it a lot to manage compared to etfs? yes but i enjoy doing it.
Posted on 1/28/23 at 8:56 pm to Turf Taint
quote:
What percentage of your total financial portfolio do individual stocks represent? I am speaking to single stocks (TSLA) and not stock Mutual Funds or ETFs etc.
Zero. I'm very smart, but I'm not nearly smart enough to beat a bunch of people who are also very smart and do this for a living.
Posted on 1/28/23 at 8:56 pm to FLObserver
65% stock/ETF/mutual fund
Posted on 1/28/23 at 9:00 pm to Turf Taint
I'm a terrible investor. I'm just not any good at it. I am being a realist. I do not have the drive or the determination to do the research necessary to invest successfully.
I stick to FP driven allocations. I had about $100K worth of Amazon, got about 3% return then bailed. I have paper hands even with the surest of long sure bets when dealing with individual stocks.
I stick to FP driven allocations. I had about $100K worth of Amazon, got about 3% return then bailed. I have paper hands even with the surest of long sure bets when dealing with individual stocks.
This post was edited on 1/28/23 at 9:01 pm
Posted on 1/28/23 at 9:43 pm to Turf Taint
My plan going forward is around 80 % Index fund, 20 % stock
Posted on 1/29/23 at 1:51 am to Turf Taint
Entirely in FXAIX
Posted on 1/29/23 at 4:31 am to Turf Taint
In my taxable account, it’s 80% individual stocks with a sprinkling of ETFs.
In my tax advantaged accounts, it’s mostly mutual funds and ETFs.
In my tax advantaged accounts, it’s mostly mutual funds and ETFs.
Posted on 1/29/23 at 6:33 am to makersmark1
Almost all funds.
Posted on 1/29/23 at 7:56 am to Turf Taint
Most (95%) of my financial portfolio is in IRA and Roth IRA accounts. All of that is in Mutual Funds and ETFs.
Posted on 1/29/23 at 8:28 am to Turf Taint
Almost all of it. I had been about 50/50 until the end of the summer. I sold almost all my index funds then held that money for a while, and am now slowly buying into individual stocks.
I'll get back into funds when I think the market has started turning around.
I'll get back into funds when I think the market has started turning around.
This post was edited on 1/29/23 at 8:29 am
Posted on 1/29/23 at 8:34 am to Turf Taint
I have a few that I’ve held a while like Apple but I throw everything into a fidelity fund each month. Maxed out the 9.62 bonds last October with some extra cash I didn’t need to have in savings. Will probably pull it out when it matures and put most towards various other funds I have. I am thinking about buying a chunk more of Tesla though and sitting for ages.
Posted on 1/29/23 at 9:07 am to Turf Taint
20% individual stocks/ 80% funds
Posted on 1/29/23 at 9:25 am to Turf Taint
80% stocks
20% cash
20% cash
Posted on 1/29/23 at 9:28 am to Turf Taint
About 35%
I suspect that ratio to go down slowly over time though as I put more in my 401k than individual retirement accounts.
I suspect that ratio to go down slowly over time though as I put more in my 401k than individual retirement accounts.
This post was edited on 1/29/23 at 9:41 am
Posted on 1/29/23 at 9:42 am to Turf Taint
Like 2%
Posted on 1/29/23 at 2:32 pm to Turf Taint
11%
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