Anyone moving stocks to more conservative safe haven areas?

[HogHunter34]

I enjoy the thread & different perspectives. I try to look at the whole picture and there are always pros, cons & risk
I’m not a day trader. The transaction fees + capital gains + loss of future dividend reinvestment opportunities isn’t worth it for me.
I’m focused on long term growth, dollar cost averaging & compounding

I like ETFs because they are more favorable on capital gains when sold, low management costs relative to NAV.

I wish I had that crystal ball though

[TxBowHntr]

Maybe a slight derail, but along the same lines.

Anyone put $$$ into I Series Bonds? Seems like a low risk, fairly liquid (compared to other bonds) inflation protection, even if for only a small amount each year.

[SabineHunter]

I enjoy the thread & different perspectives. I try to look at the whole picture and there are always pros, cons & risk
I’m not a day trader. The transaction fees + capital gains + loss of future dividend reinvestment opportunities isn’t worth it for me.
I’m focused on long term growth, dollar cost averaging & compounding

I like ETFs because they are more favorable on capital gains when sold, low management costs relative to NAV.

I wish I had that crystal ball though

I don't pay capital gains when I sell and the fees with etrade is minimal.

[HogHunter34]

I don't pay capital gains when I sell and the fees with etrade is minimal.

So you don’t pay capital gains tax?

[glen]

I’m about to buy Series I for wife and I. Figure can’t screw that one up

[TeamAmerica]

So you don’t pay capital gains tax?

At&t has had any capital gains in years...

[TeamAmerica]

Maybe a slight derail, but along the same lines.

Anyone put $$$ into I Series Bonds? Seems like a low risk, fairly liquid (compared to other bonds) inflation protection, even if for only a small amount each year.

Depends on how you define fairly liquid. Ready the fine print for sure. But can be a safe investment and good current yield. Depending on your time horizon a s&p 500 index fund still may yield more.

[Pedernal]

Anybody looking at the semiconductor industry for potential investment? I know members of congress were looking at profiting by buying stock in those companies.

What about green energy companies? Anyone have specific names?

I am not a proponent of government funding incentives for green energy but the current bill that will probably pass soon is going to fund growth in both sectors.

[SabineHunter]

At&t has had any capital gains in years...

That's not it, silly. All my etrade is in rollovers and other retirement accounts. Geez.....SMH.

[rtp]

Maybe a slight derail, but along the same lines.

Anyone put $$$ into I Series Bonds? Seems like a low risk, fairly liquid (compared to other bonds) inflation protection, even if for only a small amount each year.

I bought the max for my wife and I this year.


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[Pedernal]

I bought the max for my wife and I this year.


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Do you know if the 10 K limit is per calendar year?

[Avid Hunter]

Do you know if the 10 K limit is per calendar year?

I believe it is per year per person.

[Avid Hunter]

https://www.treasurydirect.gov/

[glen]

It is 10k per year per person.

[glen]

9.62% is good til October.