08-11-2013, 06:49 PM
Good exchange here. I completely share Horace's pet peeve -- I think many people place way too much emphasis on keeping positions "balanced" to a specific small percentage of their portfolio. That said, it doesn't sound to me too much like that is what is going on with you, Eric. Sounds to me like you have enunciated a clear set of priorities and that your plan is consistent with them. That I might choose five stocks instead of ten for $8k, or choose different names, is of little consequence. There are plenty of ways to the financial independence finish line, and that you have a plan and know what you are doing puts you ahead of most.
Again, looking forward to hearing where you land. And wish a nice dip for you this week so your money gets you a few extra shares.
I also am not aware of any problems with holding REITs in tax-advantaged accounts, by the way. Horace -- can you elaborate?
Again, looking forward to hearing where you land. And wish a nice dip for you this week so your money gets you a few extra shares.
I also am not aware of any problems with holding REITs in tax-advantaged accounts, by the way. Horace -- can you elaborate?