RSS: 
Investment Mistake?
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I have been reading posts on here for a few weeks and I think I may have made an investment mistake. Overall we have a large tax deferred portfolio for retirement (1.3M), no debt, and a pension. We are retired and live very comfortably within our means.
We decided last year to sell our home because we were in a really hot market and we will probably (95%) move to another state in the next 2 to 4 years. We wanted to lock in our gains and not worry about a possible down market in a few years. We took the proceeds and put in a Vanguard Brokerage Account. I tried to set up a conservative portfolio that will get us some return without taking excessive risk. The following are the investment and percentages: VBIAX Vanguard Balanced Index Fund Admiral (10%) VMFXX Vanguard Federal Money Market (10%) VSCGF Vanguard LifeStrategy Conservative Growth (10%) VASIX Vanguard LifeStrategy Income Fund (30%) VBIRX Vanguard Short Term Bond Index (40%) Given our short term need for this money to reinvest in a house is this portfolio taking too much risk? What would you suggest we invest the money in to provide some return without taking excessive risk? Related messages Well my first investment in forex trading was $100 and I lost everything that same day. Most newbie in forex trading normally makes this same mistake again and again and the sad part of it is that they can't be prevented from making loss on first investment.
Bogleheads:Allan Roth, CPA, CFP, author and columnist for AARP, is one of the most informed and ethical advisors in the business. He is also one of the few advisors willing to admit their mistakes. He writes:The mistake: The sure bet on oil.The lesson: The future is a lot harder to predic...
This article titled Don't make this gigantic Social Security mistake by Paul Solman argues against using a break even analysis to determine when to take SS. I have for some time been thinking of SS as very low cost insurance against outliving our income in retirement and thus am taking my SS bene...
While it is easy to concentrate on investment successes sometimes we learn most from our investment mistakes. What was the biggest mistake you made and more importantly did you learn from it?
HI. what to do if investment to UCO SHARES was done when UCO was 38...now around 8 even less and loss 9000 dolars? The value drop to 2000 dolars from 11000...is better save the rest? Or each month invest again and again to still go down with average price and later if oil go up believe for not su...
Almost everyone would have made some investment mistakes in their life. Some would have gone with an expensive "expert" to manage his portfolio, some would have chosen a bad AA, etc.What was your most expensive investment mistake?For me: My biggest mistake was to sit on cash for almost 12 year...
My regret is being a landlord. If we sell now, we have to take a loss of 20K and so far it is my biggest mistake in life. I’m 33 and I have learned my lesson the hard way. Anybody?
Made a huge mistake I bought a couple of shares in a mutual fund thinking the dividend payout was the day before but it was actually the next day. I dun messed up bad! Quick question... I am going to get taxed on just the divide...
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