I accumulated a ton of individual stock holdings back in 2018-2021. Since 2022 I’ve completely stopped buying individual stocks and I adopted an almost 100% Boglehead 3-fund investment strategy, but I still have a lot of those individual holdings in my portfolio.
Part of me doesn’t want to incur a huge tax bill by selling them, another part of me is afraid I’ll regret selling if any of them ends up tripling or quadrupling in value. A huge part of me is annoyed with the guess work with all this.
I suspect I’ll just let them sit for the foreseeable future while continuing to invest in ITOT/IXUS/BNDW.
Part of me doesn’t want to incur a huge tax bill by selling them, another part of me is afraid I’ll regret selling if any of them ends up tripling or quadrupling in value. A huge part of me is annoyed with the guess work with all this.
I suspect I’ll just let them sit for the foreseeable future while continuing to invest in ITOT/IXUS/BNDW.
Statistics: Posted by wolfpack10 — Mon Jan 27, 2025 7:08 pm