New taxable portfolio

[Kerim]

I have lots of the same names in both the tax advantaged and the taxable accounts, so I treat them all as a single portfolio. For me it just evolved this way over the years, as I had funds available in different places when opportunities arose. At a high level, I have tried to get the higher-yielding stuff into the tax advantaged accounts, but it hasn't always worked out that way. My highest priority has been to pounce on opportunities when they arise!