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 Declares Quarterly Dividend at $1.25 Per Share on Common Stock • Business Wire • 04/10/2024 12:02:00 AM
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- New Study Finds GenAI as Top Tech Investment for Manufacturers, While 94% Expect to Maintain or Expand Their Workforce • Business Wire • 03/26/2024 11:00:00 AM
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- Rockwell Automation to Present at BofA Global Industrials Conference • Business Wire • 03/19/2024 11:00:00 AM
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- Rockwell Automation Showcases Cutting-Edge Digital Innovations at Tire Technology Expo 2024 • PR Newswire (US) • 03/18/2024 06:00:00 AM
- Consumer Packaged Goods Leader Church & Dwight Selects Rockwell Automation to Increase Manufacturing Cybersecurity Resilience • PR Newswire (US) • 03/15/2024 05:00:00 AM
- Der Konsumgüterhersteller Church & Dwight entscheidet sich für Rockwell Automation, um die Cybersicherheit in der Fertigung zu erhöhen • Business Wire • 03/13/2024 11:00:00 AM
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- Le fabricant de produits grand public Church & Dwight sélectionne Rockwell Automation pour accroître sa cyber-résilience et la sécurité de ses activités de production • Business Wire • 03/13/2024 11:00:00 AM
NanoViricides Reports that the Phase I NV-387 Clinical Trial is Completed Successfully and Data Lock is Expected Soon • NNVC • May 2, 2024 10:07 AM
ILUS Files Form 10-K and Provides Shareholder Update • ILUS • May 2, 2024 8:52 AM
Avant Technologies Names New CEO Following Acquisition of Healthcare Technology and Data Integration Firm • AVAI • May 2, 2024 8:00 AM
Bantec Engaged in a Letter of Intent to Acquire a Small New Jersey Based Manufacturing Company • BANT • May 1, 2024 10:00 AM
Cannabix Technologies to Deliver Breath Logix Alcohol Screening Device to Australia • BLO • Apr 30, 2024 8:53 AM
Hydromer, Inc. Reports Preliminary Unaudited Financial Results for First Quarter 2024 • HYDI • Apr 29, 2024 9:10 AM