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New taxable portfolio
#4
I consider them separate but also take into consideration what is in the other portfolio. If I am heavily overweighted a company in my IRA, I would be much less likely to add it to my cash account simply for diversification purposes.
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Messages In This Thread
New taxable portfolio - by navyasw02 - 05-20-2015, 01:11 AM
RE: New taxable portfolio - by rapidacid - 05-20-2015, 06:29 AM
RE: New taxable portfolio - by Kerim - 05-20-2015, 08:11 AM
RE: New taxable portfolio - by EricL - 05-20-2015, 08:33 AM
RE: New taxable portfolio - by earthtodan - 05-20-2015, 10:35 AM
RE: New taxable portfolio - by rayray - 05-20-2015, 10:41 PM



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