08-30-2024, 06:55 AM
Trimmed TPL ELV BX
Added to NVDA-AVGO-TMO-MU-GOOG(L)-EME
I have a few accounts, I typically have 5k dollars as a full position and try to have each equity in each account (at 5k mark) to make it easier to manage--it's not always the case but it's what I try to do. When an equity grows and shoots above the 5k say into the 7k to 8k plus range sometimes I'll trim and move that money either into abother equity that has been dropping or to build cash position.
I do have several equities well above the 5k mark but typically it's what I'm dealing with as a full position in each account. I have 4 main accounts plus a kplan, wife's retirement accounts and one small inherited IRA that I don't really touch except for once or twice a year.
So there are 7 accounts I manage but 3 barely get touched. As we retire these kplans will be dropped into rollover IRA's, the inherited IRA will be depleted in 6 years by law, and another wll be depleted eventually as I gift 50% of that one away then close it.
Eventually we will have 3 accounts.
Added to NVDA-AVGO-TMO-MU-GOOG(L)-EME
I have a few accounts, I typically have 5k dollars as a full position and try to have each equity in each account (at 5k mark) to make it easier to manage--it's not always the case but it's what I try to do. When an equity grows and shoots above the 5k say into the 7k to 8k plus range sometimes I'll trim and move that money either into abother equity that has been dropping or to build cash position.
I do have several equities well above the 5k mark but typically it's what I'm dealing with as a full position in each account. I have 4 main accounts plus a kplan, wife's retirement accounts and one small inherited IRA that I don't really touch except for once or twice a year.
So there are 7 accounts I manage but 3 barely get touched. As we retire these kplans will be dropped into rollover IRA's, the inherited IRA will be depleted in 6 years by law, and another wll be depleted eventually as I gift 50% of that one away then close it.
Eventually we will have 3 accounts.