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re: What percentage of your total financial portfolio do individual stocks represent?

Posted on 1/29/23 at 4:02 pm to
Posted by GeneralLee
Member since Aug 2004
13947 posts
Posted on 1/29/23 at 4:02 pm to
About 60%
Posted by saderade
America's City
Member since Jul 2005
26268 posts
Posted on 1/29/23 at 6:02 pm to
5-7%. The rest in mutual funds or ETFs. Less than 5% in bonds.
Posted by Ric Flair
Charlotte
Member since Oct 2005
13868 posts
Posted on 1/29/23 at 7:11 pm to
None for me, but I would like to rollover an old 401k (5% of total retirement) into something where is could do this. Schwab the only option?
Posted by lynxcat
Member since Jan 2008
25036 posts
Posted on 1/29/23 at 7:22 pm to
Schwab, Fidelity, or Vanguard are all great options.
Posted by evil cockroach
27.98N // 86.92E
Member since Nov 2007
8937 posts
Posted on 1/29/23 at 7:29 pm to
Probably about 10%, and the main reason is purely RSU’s that as they vest I simply “let it ride”.
Posted by CougarBait
on catnip in a cougar's den
Member since Jun 2007
2023 posts
Posted on 1/30/23 at 12:51 pm to
All of it.
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