Talk of The Villages Florida - View Single Post - How is your portfolio holding up?
View Single Post
 
Old 05-09-2022, 03:27 PM
Stu from NYC Stu from NYC is offline
Sage
Join Date: Feb 2020
Posts: 15,296
Thanks: 1,263
Thanked 16,271 Times in 6,377 Posts
Default

Quote:
Originally Posted by retiredguy123 View Post
Dollar cost averaging is a good strategy, but I think it works best when it is done for both buying and selling stocks. You buy stocks on a regular basis over a long period of time, the accumulation phase. Then, you hold the stocks for a long period of time. Then, you sell the stocks on a regular basis over a long period of time, the liquidation phase. Most people in retirement should be in the liquidation phase for their stocks.
Interesting. In grad school spent a lot of time talking about dollar cost averaging but only on the buy side.

Why sell a fixed amount when you do not need the money on a fixed schedule, better to take out only when needed unless you are uncomfortable having too much money in equities and want to rebalance your portfolio.