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re: Your YTD

Posted on 5/29/26 at 5:05 pm to
Posted by SmackoverHawg
Member since Oct 2011
31637 posts
Posted on 5/29/26 at 5:05 pm to
I try to rebalance quarterly unless I just have a gut feeling that a certain sector is about to run or has more room to go. In my tax deferred accounts that is. Like you said, hard to do in my taxable accounts due to taxes. I've gotten to heavy in SLI but I think they're about to make a nice jump when FID announced.

Posted by lsuconnman
Baton rouge
Member since Feb 2007
5225 posts
Posted on 5/29/26 at 5:57 pm to
quote:

He’s 2 and may not have to work past 30 if things go well.


This kinda makes me irrationally angry. I don’t have the sack to pick like that.

Prior to this thread I was just happy telling my wife the kid’s worth more than her on paper. Now I’m wondering if I should play options on Yieldmax ETFs to catch up.
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
139292 posts
Posted on 5/29/26 at 6:14 pm to
quote:

Like you said, hard to do in my taxable accounts due to taxes. I've gotten to heavy in SLI but I think they're about to make a nice jump when FID announced.
Well congrats again on some great positions, doc.

Obviously with a decent amount of money at play, you rang the bell.

Love to see it!
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