Thread: Investing 102
View Single Post
  #962  
Old 02-27-2012, 09:01 PM
toy71camaro toy71camaro is offline
Senior Member
 
Join Date: Feb 2012
Location: Northern California (Stanislaus County)
Posts: 444
Thanks: 19
Thanked 5 Times in 4 Posts
Default

Wow fella's... finally.. like 5 days later... i finished the thread.... lmao.

Now, on to do some research before I pose any questions...

My "To Do" list...

1. Review my Roth account, see what i am holding, what sectors they are in, and if they are really, the "best of the breed". I have little in there, but am putting in enough monthly for the past 6 months to max my yearly contribution amount. I do own mostly dividend stuff, but not all great stuff (I do have a handful of some MCD tho! hah)

2. Find what "sectors" I need to be in, for the coming future.
3. Find the best of breeds for these sectors.
4. Then tackle my 401k (which, i'd been paying into since i was 19 (not a max, but company matched max)... 30 now.).. but last time i checked, its roughly +4% since i started it. (better than down i suppose!)

My 401k is via John Hancock, anyone know if you can do the "brokerage link" for it to get away from only picking Mutual Funds??



Again, I want to say thanks. I dont have a schwab account, but wished i did for what sounds like their tools are top of the class. I'm currently using Sharebuilder (dont shoot me) for my Roth (and i have a personal account, which has like $150 in it. lol. but i did buy like 0.2 shares of apple thats up like 260%. hah).... The good side of sharebuilder is that i can auto-buy my stocks on Tuesday for $2 a buy (thanks to costco membership) - and quite often I can find "promotions" for free stock buys.
Reply With Quote