When to transition to owning ETFs and stocks
by | Posted 2.8.2013 | Post Comment (No Comments)

Thanks to a reader question, I’ll share with you the approach I took to transition out of mutual funds to Exchange Traded Funds (ETFs) and dividend stocks in my investment portfolio. First up the reader question:

Chris asked My Own Advisor…What would be your thoughts on this?

I recall a while ago you mentioned that it would be advisable to move into ETFs and dividend stocks when the portfolio value is larger to mitigate the fees associated with it. Do you know what or when that criteria could be met? I’d like to transition into ETFs or individual stocks but I am unsure how to bridge the gap.

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