Replies to post #590 on Rockwell Automation (ROK)

[bar1080]

"Principles of Tax-Efficient Fund Placement" from bogleheads.com .
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.