Wednesday, January 3, 2018

The Roth is still in VSGAX chez Vanguard.

I made a request to roll it over into Fidelity for some individual stock trades.
But on second thought, maybe I should keep it at Vanguard with VSGAX.

Oh, now I remember.  I had left the request hanging at Fidelity because I wanted to sell the REIT at Vanguard and buy more VSGAX.  Aw snaps.  Now I have to cancel the Fidelity request by phone in the morning.

For this reason it is best to keep blogs.

What I want to do is to move the IRA money from Vanguard to Fidelity.  There are $3800 in an Vanguard IRA, not doing anything.  I cannot put it into VSGAX because the minimum investment to VSGAX is $10k.  So I should bring it to Fidelity and buy something.  Maybe TQQQ.  Ha ha.

I had started a rollover IRA request from Vanguard at Fidelity.com, but I cancelled it last month.  I wonder why I cancelled it.  Shoulda blogged at that time.

I'll keep the empty Roth open at Fidelity.  When the stock market crashes again, I'll take the Roth out from Vanguard and roll it into the Fidelity Roth.  There, I'll put it into something that likes the crash.  Not sure what that would be.  Motley suggests Walmart (bargain shopping increases) or a healthcare REIT like HCN (nice dividend).


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