UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next
Author: JLC Big funky green star, 20000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 79093  
Subject: Re: Where to take money out of stocks Date: 3/1/2014 5:01 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
A few thoughts in no particular order...

...do you have a written set of plan/goals. It is much easier to think things out in advance of a "problem" and have a solution already thought out.

...what do you think is an appropriate % of stocks. Don't sell stocks to buy bonds thinking they are less volatile. Unless you hold a bond to maturity, they can be just as volatile and lose your capital as well.

...when do you need this money. Next month, next year, next decade. If you need to money in less than 5 years, it has no business being in anything other than a money market fund or CD, IMHO.

...FWIW, I was doing some rebalancing today and had 2 stock positions that were >20% above intended allocation. No hard core reason to sell other than to keep them from becoming too dominant a position. It is my rule, I'll stick to it.

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next


The Retire Early Home Page
Discussion on accelerating retirement day.
Foolanthropy 2015!
Fistula Foundation: A World of Good!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Berkshire Hathaway

Collected Mungofitch Quotes
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.