New IRA rollover, need suggestions

[back_lash]

Suggestions for some stocks options to look at, for about an 5 year investment? Nothing too crazy just good stocks to be in.

Thank you for any and all replies.

[Charles Prestridge]

No stock recommendations, but these are some of my best performing funds. Some of these funds are closed, but may be available for a rollover. You have to call and see. These are thru TRowePrice. There are many similar funds. When we rolled a pension a few years ago, I made a spreadsheet of interesting funds. I input the percent gain or loss, by year for each fund. I did this for past 10 years. This let me see at least two large downturns. I then selected funds that had a good average percent gain, and did not have large loss years. I felt this was best balance for me. I did not want to pick funds with omly a few years of history, or funds with larger highs and lows. I also tried to balance funds for highs and lows. Some sectors lose less in a recession but may not gain as much in other years.

TRowe Blue Chip Growth
PRWCX Capital Appreciation
PRMTX Communications and Technology
PRNHX New Horizons (This Fund has been great. It is a closed fund)
OTCFX Small Cap (Another closed fund)

[Charles Prestridge]

If you are rolling $50,000 or more, the company you are using should assign you a specialist at no cost. When I talked to TRowePrice, they set me up with a specialist to help. This was a “perk” to try and get me to use them. They may do the same for lower amounts.

This specialist was very helpful in being able to invest in closed funds. I can now keep adding to these closed funds. The specialist made sure all questions were quickly answered and helped make sure rollover was completed correctly.

Many companies will help rollover and help pick funds. Most charge 1-2% per year. For some, this is a good process.

I have felt, having 5-10 funds covering a spectrum of the market, has been best.

[NitroZ7]

If it is just a 5 year time period then I am not sure you really want to be all in stocks. That being said, one ETF that looks pretty good to me is SCHD. It has some pretty good holdings and yields about 3%. If you want income maybe look at something like NUSI or JEPI.

[idbefishing]

If you really want stock, Apple is probably the safest to hold long term. It has dips but always goes back higher and the company is as solid as any other in the world. Their products are part of our everyday lives and not going to change in the future.
https://finviz.com/published_idea.as...APLm101988869i

BTW, AAPL has started a pullback after reaching $150.

Disclaimer: not investment advice, just a bass fisherman’s casual observation.