The Motley Fool Discussion Boards

Previous Page

Motley Fool Pro / Pro: Meet & Greet

URL:  https://boards.fool.com/hi-kreovuk-welcome-to-pro-congratulations-on-32219912.aspx

Subject:  Re: New to PRO but not Fool Date:  4/26/2016  9:35 AM
Author:  phooLon Number:  6448 of 6927

Hi kreovuk,

Welcome to Pro! Congratulations on your first post!

However, the other 70% is still allocated to the prior purchases. In reading PRO, your recommendations are more of a portfolio recommendation rather than stock picks. Therefore, I am a little torn about how to proceed with the rest of the portfolio as I do not want to sell of the other 70% immediately. Is there any recommendation on how to best proceed?

In addition to Andy's excellent advice, Pro has a page on starting out when you are "invested elsewhere", http://newsletters.fool.com/1228/guide/getting-started/make-....

I am reluctant to just sell off the 70% remaining stocks, let alone the tax implications.

At your pace. It does not all have to be this tax year.

I think of my accounts as if there were artificial partitions for Pro, Options, other Fool services, etc. Pro is my largest partition and it is doing best so I am slowly increasing its size.

phooL on!

Lon.
Copyright 1996-2020 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us