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Re: AIMing the same security in different accounts.

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Adam   Thursday, 08/13/20 11:16:04 AM
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Re: AIMing the same security in different accounts. I have a few of same stocks and ETFs in both a taxable and a tax deferred account. The question is, is it better to use one AIM program for both or two separate programs for each of the accounts? I've done it both ways and find it much better to use one program for the two accounts. For example I have the ETF SCHX in both my taxable and tax deferred accounts and now I combined the two into one AIM program.

Keeping track of the shares is the one complication so I added two columns in my spreadsheet to keep track of the number of shares in each account.

The advantage of combining is that when I get a buy/sell signal from AIM I can decide which account to use to minimize taxes and take into account the amount of cash in each account. Also it makes the program bigger and AIM works more efficiently with a larger position.

I'm wondering if anyone else has addressed this dilemma?

Adam

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