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Investment Strategies / Mechanical Investing
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Author: agehlot   😊 😞
Number: of 5386 
Subject: Need advice for transitioning to Index funds
Date: 12/11/25 12:02 PM
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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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