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Long time ago (2000-2009ish) I invested in AAPL. Over that period of 9 years, that investment totaled to about $140K. Now it's worth about $560K (depending on the day) and I'd really like to put it into something more diversified (like an index fund). How should I do this?

  • I've maxed out my Roth and 403b contributions every year.
  • My AGI last year was 50K.
  • It's already setup to DRIP.

I could sell it all at once and then put it into another investment (e.g. an index fund) but I'm leery of the tax implications. Honestly the reason why this happened is because I'm a set it/forget it kind of guy. I rarely look at my investments once a year. Every year I tell myself this is the year that I diversify but then I finish my tax return and go my merry way.



Submitted April 14, 2019 at 10:54AM by applechump http://bit.ly/2UBoODz

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