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Author: yttire Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 5076  
Subject: FIRE questions Date: 1/4/2007 2:07 PM
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So I am trying to figure out how to arrange my portfolio, and what needs to be addressed. Here are some ideas I think I should do:

1) Get my money out of cash that is sitting in brokerage accounts. I am thinking of moving it into a S&P500 ETF as a "placeholder". (I've got around 7k just sitting around that has been sitting around for years and it is annoying me that it isn't in the market)

2) figure out where my assets are. I honestly don't know how much money is in foreign investments, REIT's or domestic stocks. I have a rough idea, but very very rough. I think I should submit my portfolio to the X-ray tool on morningstar.

3) Figure out a new financial plan. As I mentioned, I am about a year ahead of schedule according to my original plan (set up 3 years ago). It could be as simple as using the original plan, but plugging in todays numbers. It is a quarterly plan. It reports goals for each quarter. I should come up with new quarterly goals.

4) Determine what to do with the cash accumulating. I have been allowing cash to gather, because I feel my job is insecure, because it is almost enough to pay off the house, and because I am hesitant to put this money into the market that is not tax protected. I am leaning towards paying off the house, which would reduce my income requirements and serve as a low yield bond, which seems like a decent conservative plan. Perhaps too conservative.

5) Get together the paperwork for investments for the close of 2006 and file them all in one place for future posterity.
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