UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev | Next
Author: Alteno Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75378  
Subject: Rollover to Similar Funds? Date: 8/28/2001 2:06 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Hi, I have recently changed jobs and have some funds that I need to roll over into an IRA. The money I have at the old job I have invested in equal amounts in small cap growth and mid cap growth funds. It amounts to about $6,000 total. I was wondering if it made sense to roll the money over into similar type funds at Vanguard (where I currently have my Roth IRA)?

My thought was that I could put the money in similar funds which have been doing poorly anyway and wait until the market improved before trading for what I would really like to do: invest half into a REIT and the other half into an energy fund. Then again, I thought I should just roll it all into the REIT and Energy and be done with it. With my ex-employer matching 5% of contributions, I haven't lost (my own) money anyway. Any thoughts on this would be most welcome.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Post of the Day:
Berkshire Hathaway

Is the Market Overvalued?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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.
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 "#1 Media Company to Work For" (BusinessInsider 2011)! 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.
Advertisement