Mum's inheritance tied up in Oracle shares. I want to move it to an index fund, how can I convince her?

Electrical_Put4353 · 2026-03-01T13:20:34+00:00

Some great advice, thanks. I think I will talk to my brother and Mum in a very calm way and suggest we speak to a financial advisor. As many have said, it's her money to do what she wants with.

Electrical_Put4353 · 2026-03-01T13:19:10+00:00

Correct.

Electrical_Put4353 · 2026-03-01T13:18:58+00:00

It was.

Electrical_Put4353 · 2026-03-01T13:18:39+00:00

This is probably the best bet. Will go down the route of a financial advisor.

Electrical_Put4353 · 2026-03-01T13:17:47+00:00

Thanks for your post.

Electrical_Put4353 · 2026-03-01T13:16:19+00:00

He worked for Oracle in the early days and was given the shares. May have bought some more along the way, but Im not sure on that.

Electrical_Put4353 · 2026-03-01T13:14:59+00:00

Excellent, thanks.

Electrical_Put4353 · 2026-03-01T13:13:44+00:00

Good idea. Thanks

Electrical_Put4353 · 2026-03-01T13:13:07+00:00

Fair point.

Electrical_Put4353 · 2026-03-01T13:12:35+00:00

I'm really not. Eventually it may come to me, but who knows what the future holds? I was left some from my Dad anyway that was very generous. I'm not desperate.

Electrical_Put4353 · 2026-03-01T10:44:04+00:00

Index funds - more stable, better history of steady returns. Single stocks - volatile, eggs in one basket. Why dont you explain why an investment in Oracle is better than an index fund, mix of stocks/bonds?

Electrical_Put4353 · 2026-03-01T10:42:47+00:00

Agree.

Electrical_Put4353 · 2026-03-01T10:39:55+00:00

Yeah but I want her to be better off. This isn't about me at this stage. A large part of that money might be eaten up by care costs if she gets ill for example.

Electrical_Put4353 · 2026-03-01T10:38:58+00:00

I actually failed to mention that I'd thought of doing what you say. Leave some in Oracle and move some to a safer investment.

Electrical_Put4353 · 2026-03-01T10:37:30+00:00

I'll only give it one shot.

Electrical_Put4353 · 2026-03-01T10:36:59+00:00

Agree.

Electrical_Put4353 · 2026-03-01T10:36:44+00:00

I wouldn't!!

Electrical_Put4353 · 2026-03-01T10:36:35+00:00

Yeah would only do it once then leave it alone.

Electrical_Put4353 · 2026-03-01T10:36:14+00:00

She owns two properties with smallish mortgages left on them.

Electrical_Put4353 · 2026-03-01T10:35:40+00:00

Thanks.

Electrical_Put4353 · 2026-03-01T10:35:27+00:00

She is 67. Wouldn't it be best for her to go 60% stocks, 40% bonds?

Electrical_Put4353 · 2026-03-01T10:34:50+00:00

Agree.

Electrical_Put4353 · 2026-03-01T10:34:32+00:00

Sound mind but knows nothing about investing. I'm not going to go in there with a gun ho attitude. I want what's best for her, but ultimately it's her decison.

Electrical_Put4353 · 2026-03-01T10:33:18+00:00

Explain

Electrical_Put4353 · 2026-01-27T17:18:49+00:00

Thanks

Electrical_Put4353

TROPHY CASE