I’ve always been a passive SPY index “investor” - set it and forget it. But I’ve now found myself in a situation (not an unfortunate one) where I’ve inherited a bunch of Apple and Eli Lily stock that dwarfs the rest of my portfolio. The Eli stock must have been purchased in the 1960s and the Apple stock in early 2000s. So cap gains / growth are pretty significant. Now, I want to retire in 10yrs with this as a nice vision. should I keep all those eggs in those two baskets? Does it seem too risky? Or should I start to DCA into SPY or all market? Selling and paying the cap gains seems a little counterproductive.
[link] [comments] https://www.reddit.com/r/stocks/comments/14644p6/45_yo_and_inherited_a_bunch_of_apple_and_eli_lily/
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