I would just add that if one has more money that one could possibly use (planning to leave money to legacy, for example) one should seriously consider the implications of a step-up basis upon death in taxable accounts. So, in that case load up on stocks that pay minimal dividends and have high expected return (which likely requires that they have high volatility).
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I would just add that if one has more money that one could possibly use (planning to leave money to legacy, for example) one should seriously consider the implications of a step-up basis upon death in taxable accounts. So, in that case load up on stocks that pay minimal dividends and have high expected return (which likely requires that they have high volatility).
Post: Building a Barbell
Link to comment from April 7, 2023
"Lots of people have made money in obvious winners like Apple, Amazon and Google." They are only obvious winners retrospectively.
Post: Nine Key Questions
Link to comment from July 17, 2022
Here is my unsolicited advice. Sell most of your former employer's stock. Too risky to have such a large position in an individual stock.
Post: Can’t Stop Looking
Link to comment from September 4, 2021