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Succession Planning

For discussion of the practicalities of setting up and operating income-portfolios which follow the HYP Group Guidelines. READ Guidelines before posting
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Charlottesquare
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Re: Succession Planning

#613033

Postby Charlottesquare » September 4th, 2023, 11:58 am

moorfield wrote:
Charlottesquare wrote:I would be lumping it into something idiot proof then booking my travel to Switzerland.



Is "full Pyadic" (buy, hold, do nothing(*) ) not idiot proof enough ? (that's kinda what I'm getting at here...)


(*) all corporate actions have a "do nothing"/default option


Too many possible corporate actions etc- maybe with ITs (even then things happen) but certainly not with individual shares.


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