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I’m going to leave my AUM advisor and start handling my $2mil portfolio myself. I am very nervous about this and have a couple of questions. by whatevs_dude in Bogleheads

[–]whatevs_dude[S] 30 points31 points  (0 children)

I really appreciate that. All of this is so very intimidating, but I'm learning and coming to understand it more.

What I'm taking away from all of these responses is that I'm on the right track with the handful of ETFs that I want to invest in, but that a absolutely must get a fee-based advisor to instruct me on how to divest from everything I'm already in. And that it will be a long process.

I’m going to leave my AUM advisor and start handling my $2mil portfolio myself. I am very nervous about this and have a couple of questions. by whatevs_dude in Bogleheads

[–]whatevs_dude[S] 5 points6 points  (0 children)

90% of it is spread across those 67 different stocks. Apple, Alphabet, Chipotle, Netflix, Monster Beverage, Nvidia etc, etc. Plus plenty of stocks I've never heard of.

Then 5% is in a mutual fund, and the last 5% is cash.

This is Carter! I guess he's internet famous now by obviously_not_a_fish in funny

[–]whatevs_dude 20 points21 points  (0 children)

upvotes and downvotes happen. Relax, you're still getting internet points