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Comments:
I'm trying to do #1 this year - simplifying. The portfolio is very overweight in APPL from purchases made more than a decade ago. My plan for this (over next few years) is to open a donor advised fund, donating to it the appreciated shares in whatever fund/etf/stock I don't want to keep, and then buying the index funds (in my simplified plan) with cash.
Post: Ten Steps for 2023
Link to comment from January 1, 2023