Investing General Discussion

TJT

TJT

Mr. Poopybutthole
<Gold Donor>
48,032
132,507
I've been consolidating my account sprawl into Fidelity this year. Resulting in about 3/4 of my investments now being in my Fidelity account. The other 1/4 remains in my original Etrade account that I opened forever ago and that has been my main stock trading account for years for personal whatever. I do all of this online of course and have never had to contact them about anything.

I am bringing in the 529s I had at USAA (no idea why it did not occur to me to do this in Fidelity at the time, but I am retarded). I guess I should have realized that once you get >$1M in there or something you get VIP treatment. The moment I called I didn't wait for a single second and went right to someone in America to deal with the issue. Got their office number to text about whatever and how to call direct.

Quite nice actually!
 
  • 1Like
Reactions: 1 user
TJT

TJT

Mr. Poopybutthole
<Gold Donor>
48,032
132,507
TomServo said:
I was wondering how you were swinging 2 jobs. Cvs makes sense. I got a second job with a bank. Those fuckers were on my ass all hours. Wasnt worth the hassle. No way to balance the meeting overlap
Click to expand...
They did hound me but not because of the job itself. My manager was a (white) Nicaraguan grandma who had spent her entire career working deep in ancient healthcare databases. She had 5 grown children and was widowed. Seriously the nicest grandma persona you can imagine.

The problem was that she had literally nothing better to do but ask for follow ups and micromanage. Amazing person, terrible manager. But at the same time it made you feel bad for "letting her down." Strange situation for me lol.

Like most big corporate positions the job itself moved fairly slowly and was far less interesting than the much smaller startup style business I was also working at. But I did get to deal with truly massive scaling problems, from a data throughput and architecture perspective, and that was an excellent experience.
 
  • 1Like
  • 1Solidarity
Reactions: 1 users
Tmac

Tmac

Adventurer
<Aristocrat╭ರ_•́>
10,951
19,584
TJT said:
Anyway! I sold off about half of my RSU position. Just all of the higher tranches of RSU I had accumulated between $60-$75. Netting me a bit over $20k in profit and I turned around and reinvested all of that into VGT and VTI. I'll keep all the CVS stuff I have at $45-$55 cost basis and see what happens since supposedly CVS will be over $100 again within the year.
Click to expand...

I'm mostly sideways this year. You guys see any glaring issues here? Considering selling the winners, cutting the loser (MSTR) and consolidating.

1792087144435.png
 
  • 1Like
Reactions: 1 user
Cad

Sheriff Cad

scientia potentia est
<Nazi Janitors>
35,691
86,579
TJT said:
I've been consolidating my account sprawl into Fidelity this year. Resulting in about 3/4 of my investments now being in my Fidelity account. The other 1/4 remains in my original Etrade account that I opened forever ago and that has been my main stock trading account for years for personal whatever. I do all of this online of course and have never had to contact them about anything.

I am bringing in the 529s I had at USAA (no idea why it did not occur to me to do this in Fidelity at the time, but I am retarded). I guess I should have realized that once you get >$1M in there or something you get VIP treatment. The moment I called I didn't wait for a single second and went right to someone in America to deal with the issue. Got their office number to text about whatever and how to call direct.

Quite nice actually!
Click to expand...
You get a personal advisor that starts calling you and trying to give you advice for free at a certain account level too. I'm sure they just try to steer you into their fee products.
 
  • 1Like
Reactions: 1 user
TJT

TJT

Mr. Poopybutthole
<Gold Donor>
48,032
132,507
Tmac said:
I'm mostly sideways this year. You guys see any glaring issues here? Considering selling the winners, cutting the loser (MSTR) and consolidating.

View attachment 643891
Click to expand...
Yeah, you have no FTEC/VGT or similar. I very rarely sell anything in my accounts. Buy stock, do nothing, get amazing results is my motto! IDK if you buy and sell often or whatever.

Humble brag. One of the accounts I am trying to consolidate with my others.
1792088463762.png
 
  • 1Like
Reactions: 1 user
Jysin

Jysin

Bronze Baronet of the Realm
7,330
5,966
I’m about 2% over S&P YTD but while maintaining a consistent 25-35% cash position for opportunities. Feels like a lot of work, but it’s been a fairly uncertain year for macro.
 
You must log in or register to reply here.