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Re: Longtime Lurker - First Portfolio Post

Thanks Laura. I have a couple of questions and comments. 1. Prevailing advice here is extreme focus on tax efficiency and I understand the concept. Bonds in tax advantaged is optimal. But in the real world, you have quick access to your taxable account first. So shouldn't you have some bonds in ther...
by NewInvestor1
Fri May 24, 2013 10:25 am
 
Forum: Investing - Help with Personal Investments
Topic: Longtime Lurker - First Portfolio Post
Replies: 10
Views: 1431

Re: Longtime Lurker - First Portfolio Post

Hey guys, Thanks for taking the time to comment. These past couple of months I have been trying to apply the above advice and sharpen my portfolio. I would love it you guys could comment on the new portfolio - did I apply the reccomendations correctly and other adjustments I need to make. Also, than...
by NewInvestor1
Thu May 23, 2013 9:59 am
 
Forum: Investing - Help with Personal Investments
Topic: Longtime Lurker - First Portfolio Post
Replies: 10
Views: 1431

Longtime Lurker - First Portfolio Post

Hi all, I have been reading the boards for a long time and have been trying to implement the advice that you give to others and each other. I wanted to post a snap shot of the current state of my portfolio in the hopes of advice on any changes to contemplate or reassurance nothing is out of whack. T...
by NewInvestor1
Fri Mar 15, 2013 10:49 am
 
Forum: Investing - Help with Personal Investments
Topic: Longtime Lurker - First Portfolio Post
Replies: 10
Views: 1431

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