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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: agehlot   😊 😞
Number: of 6132 
Subject: Need advice for transitioning to Index funds
Date: 12/11/25 12:02 PM
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No. of Recommendations: 5
I have been using 4 VL screens from the VL Rankings posted on the Board for last few years. The screens have done reasonably well but I have not been able to consistently beat the S&P500. I am now reaching retirement age and with the possibility that something catastrophic may happen to me, my wife who only understands Index funds, should be able to manage the accounts. With the above facts, the conclusion I have reached is that slowly over next couple of months I need to move all the funds invested in screens to RSP.

What would be a good strategy to transition from the screens to RSP. With the markets so exuberant, is this a good time to liquidate my screens and move the money to RSP? Or do it stepwise with a fixed amount every 2 weeks or monthly?
Would appreciate any advice and help.
Thanks,
AG
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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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