Sunday, June 2, 2019

Case study: 401 K Ameritrade two orders placed June 2 2019

June 2, 2019

Introduction


It is my personal finance research. I decide to go for balanced portfolio, 60% stock, 40% bond, and I like to set up the portfolio by myself.

Case study


I spent time to place two orders today. I need to set up a portfolio similar to the one I studied in the blog. I like the research work shown in the article, and I understand that it is much cheap for me to balance myself, since I am a frugal person and I like to learn how to control my emotion, rebalance the portfolio and do it by myself.

Here is the snapshot of my two orders.




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