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Personal Investments • Re: I feel like lump sum in this environment may be suboptimal…

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I find that hard to do when we're talking big lump sums like $500k, where the cost of a bad sequence can be numerically high.
In my tax advantaged accounts I have about that much in stock etfs so every trading that I don't sell all of that and start dca is exactly the same from a financial standpoint as buying with a lump sum of that amount and any concerns about sequencing is the same.

Statistics: Posted by placeholder — Sun Dec 17, 2023 2:27 am



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