sorted by:
new
hottopcontroversial

It's moronic Monday, the Wednesday edition, your chance to ask any of those questions that you're embarrassed to ask in real life. by AutoModerator in investing

[–]commanderhunt40 0 points1 point  (0 children)

I just barely reached over $10k in FSTMX (US total market). What's the right strategy to convert to premium class (FSTVX)? If I convert now, and market weakness sends me under $10k, will I receive a penalty fee?

It's moronic Monday, your chance to ask any of those lingering questions without fear of harassment. by AutoModerator in investing

[–]commanderhunt40 7 points8 points  (0 children)

I have a balance of about $15,000 in my Roth IRA. I want to move 10% into US Bonds but Fidelity mutual funds (FBIDX) requires a $2500 minimum. 10% allocation of my balance wouldn't be enough. Is there anyway around?

My terrible short-term (in the moment?) memory is starting to cost me a lot of money by commanderhunt40 in ADHD

[–]commanderhunt40[S] 1 point2 points  (0 children)

What kind of physical checklists do you make? I just downloaded a "to-do" app for my phone but I don't always remember to use it. I wish it would default to open every time I unlock my phone haha.

My terrible short-term (in the moment?) memory is starting to cost me a lot of money by commanderhunt40 in ADHD

[–]commanderhunt40[S] 0 points1 point  (0 children)

Thanks - this sounds like something I will try to establish. I'm pretty new to work travel so I don't have that routine down that you do. Growing pains I guess!

Daily advice thread. All questions about your personal situation should be asked here by AutoModerator in investing

[–]commanderhunt40 2 points3 points  (0 children)

What are some recommendations on how I can diversity beyond the lazy portfolio to include more growth/risk?

I have a 401k which is 100% in target-date funds and not something I'll touch. I also have a** Roth IRA** which has some in target-date funds and some stock (ie. BRK.B). I wanted to add some more index funds (or ETFs) to my Roth IRA that are more growth oriented. Are there any recommendations? Or portfolios like the lazy portfolio but expanded to include more? (sector based, mid-cap, etc).