I still have 50 shares of NVDIA from waaay back.
So i think i may have posted here last year or more. I had my guy at Ed Jones for over a decade. He was brilliant. We spoke 2-3x a month - he enjoyed that i was just as into the market as he was.
Late 2022 (iirc -shoot it may have been 2021 ) , he left EJ. I was "assigned" a new guy. Young guy. We spoke on the phone when he called to introduce himself. I didnt set any expectations - or should i say "communicated my expectations" as i figured he kinda knew who he was following.
My account went a FULL YEAR- where i didnt hear from him ONCE. Not ONCE. My contributions were sitting in "cash" in a money market account getting 3%.
I kept waiting to hear from him. Waiting. Finally November 17 2023 i made an appointment to go meet with him.
I was a bit curt and basically explained to him that what he was providing me simply wasnt enough. He apologized, understood and vowed to get right.
Since that meeting, Nov 17, i have had a 23% return on my entire portfolio. TWENTY THREE. In just 4 months time.
You pay these guys to manage your money. You have every right to expect them to do their job well. If you dont feel connection with your current FA, interview others. Take the time to find that one that you connect with, has same enthusiasm about it etc. They are out there, just gotta find.
I was totally ready to transfer my entire portfolio to another prior to our meeting. But he was genuinely apologetic about lack of communication and damn if that didnt work out great for both of us ( obviously his pay increases as my portfolio increases - which im fine with IF he earning it )
Try meeting up with a FA and let him know where you stand and how you feel and expectation- he will either say yes or no. Move on to another if no.
It becomes too much to handle on your own if you arent immersed daily in the news, the rumors and the happenings.
I havent been on this thread much over the last year or so due to insurance market in SELA has taken up almost all of my time to keep track of market. I hope to get back here soon, because we had some fun sharing ideas and stock picks.