Quote:
Originally Posted by UteChief
The reason I asked was I used to have two portfolios. One I’d choose stocks. The other was made up of stocks I was interested in and researched. Occasionally, I would out perform the index, but my individual stocks were so much more volatile. I decided I didn’t like the roller coaster ride and exited out of the individual stocks and now do strictly index. Except for stock grants and ESPP. I know have exit strategies for those as well. I must say I like the change. The index is up 28.44% YTD and 33.87% 1Y. I probably wound down the individual portfolio at the wrong time as it’s much worse!
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Ha.
I haven't run into a decent way to do that without yacking up shit. Obviously transferring everything to Schwab isn't it.
Yeah, I put some pretty big contributions in mid-year, which is probably why my average is down compared to the S&P YTD. Weirdly, the return on my individual stocks is 14.96% and my ETFs is 14.66%. There is a lot more variability (Like my ADM position is down 15%), but the returns are shockingly similar. That is typically less than 10%, but it's about 11% right now.