RetireJapan

banders wrote: ↑Sat Dec 28, 2024 9:03 am
You mean instead of letting them move to taxable? I'm not buying any new stocks, and once these go back into NISA, I'll still have the tsumitate part for new investments.

beanhead wrote: ↑Sat Dec 28, 2024 11:20 pm But since there is no rollover, you have locked in your gain by selling them.

beanhead wrote: ↑Sat Dec 28, 2024 11:20 pm

banders wrote: ↑Sat Dec 28, 2024 9:03 am
You mean instead of letting them move to taxable? I'm not buying any new stocks, and once these go back into NISA, I'll still have the tsumitate part for new investments.

What I meant was instead of not re-buying them at all.
I understand that you are just buying again what you previously had. But since there is no rollover, you have locked in your gain by selling them.
You are buying back now at the current price, $255 or whatever.

Hence my question, do you still see Apple having future growth opportunities even at that price? They have been amazingly successful since the launch of the first iPhone, but I just wonder if we should expect that to continue?
I also have some individual stocks in my 'old' NISA that I will have to sell and lock in that gain, and I am not sure whether to re-buy at their new, higher prices, or be more conservative and go for more index funds.

banders wrote: ↑Sun Dec 29, 2024 3:14 am
OK, got you. My average cost is $45. A couple of weeks ago I sold just over 100 shares in 2020's NISA at $247 (ATH at the time). Since then (naturally), they've risen to $255. I've set a limit order at $247 to continue with the same number of shares and will keep that for a few months, I imagine. It's gone up so quickly there must be a correction at some point in the near future. So, yes, I expect it to rise and for now am long term-hold 'n' wait. However, if the limit order isn't fulfilled in a few months, I will take that as a sign to start thinking about moving those funds to All Country at that time.

beanhead wrote: ↑Wed Jan 01, 2025 8:57 am...If I had invested in their stocks instead of 'investing' in their products when I started buying them (1999), I would be much wealthier than I am.

beanhead wrote: ↑Wed Jan 01, 2025 8:57 am I am a huge Apple fan. Just think they may be so large that significant growth will be difficult in the future.
If I had invested in their stocks instead of 'investing' in their products when I started buying them (1999), I would be much wealthier than I am.

captainspoke wrote: ↑Wed Jan 01, 2025 11:38 am

beanhead wrote: ↑Wed Jan 01, 2025 8:57 am...If I had invested in their stocks instead of 'investing' in their products when I started buying them (1999), I would be much wealthier than I am.

My first mac was the original profile, an SE, about '89. RAM might have been 128k (256?) and it was the version with one floppy and a whopping 20MB hard drive. Dial up (modem mating call) era. Some time after that there was HyperCard.