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Author Topic: The mechanics of 3%  (Read 12124 times)

boarder42

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Re: The mechanics of 3%
« Reply #50 on: November 06, 2017, 09:16:10 AM »
yes but in what money.  higher return than just indexing ... and at what level of risk with assets tied up in a single company.
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keyvaluepair

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Re: The mechanics of 3%
« Reply #51 on: November 06, 2017, 09:20:25 AM »
Not that much money, typically a few hundred dollars per event. At the time, I had a significant asset portion in MSFT - which I am now winding down to sane levels.
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talltexan

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Re: The mechanics of 3%
« Reply #52 on: November 08, 2017, 02:45:57 PM »
I'm a small player compared to OP. Had $25,000 in my employer's stock (in a 401(k) with $90 total, which is about 1/7 of my total investments).

Dropped it down to $10,000. The rest is split between index funds.
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