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Personal Finance and Investing

bif

(25,229 posts)

9. Met with our advisor yesterday...

Reply to bif (Original post)

Fri Oct 22, 2021, 09:29 AM

Oct 2021

And this was the plan. 25% of the money will go into broad funds like S&P Index Funds--5 different ones. 25% will go into funds representing specific sectors--probably 5 different funds. 50% will go into individual stocks. Probably 10 different stocks. We bought Costco and Krogers but will wait until the stocks we picked retreat a bit into more of a buy position. We picked out a bunch of stocks that had solid charts including Adobe, Nvidia and others.

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Need some advice on ethical investing. [View all] bif Oct 2021 OP

I am not a professional advisor or anything, but... jmbar2 Oct 2021 #1

SWEET he said that, elleng Oct 2021 #4

Good for you jmbar2 Oct 2021 #5

Sierra club used to have a mutual fund but it is gone now. LT Barclay Oct 2021 #2

There are a bunch of ethical and green funds available JT45242 Oct 2021 #3

I would do some research and reconsider the annuity idea. 3Hotdogs Oct 2021 #6

I would choose a company that you would enjoy following and being part of your life mdmc501 Oct 2021 #7

Thanks for all your advice. bif Oct 2021 #8

Met with our advisor yesterday... bif Oct 2021 #9