http://www.bogleheads.org/wiki/Principles_of_tax-efficient_fund_placement
Definitely worth reviewing every few years.
One beauty in studying the Portfolios of the Rich and Famous (and really smart) is they probably have the tax aspects maximized as well as possible. Some investors have criticized her for carrying large checking account balances but I can see reasons for that.
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Did you notice what she Doesn't own? Hedge funds. Exotic stuff. Partnerships.
Recent ROK News
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- Rockwell Automation Revolutionizes Safety with Launch of Logix SIS • PR Newswire (US) • 09/10/2024 05:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/09/2024 09:39:25 PM
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- Form 8-K - Current report • Edgar (US Regulatory) • 08/30/2024 09:08:58 PM
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- Rockwell Automation to Present at Morgan Stanley Laguna Conference • Business Wire • 08/29/2024 11:00:00 AM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/22/2024 10:19:10 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 10:42:21 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 08/19/2024 10:40:05 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/07/2024 04:29:23 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/17/2024 08:13:56 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/17/2024 11:16:00 AM
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Mawson Finland Limited Further Expands the Known Mineralized Zones at Rajapalot: Palokas step-out drills 7 metres @ 9.1 g/t gold & 706 ppm cobalt • MFL • Sep 17, 2024 9:02 AM
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One World Products Issues Shareholder Update Letter • OWPC • Sep 11, 2024 7:27 AM
Kona Gold Beverage Inc. Reports $1.225 Million in Revenue and $133,000 Net Profit for the Quarter • KGKG • Sep 10, 2024 1:30 PM