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re: Rebalancing Investing Accounts

Posted on 9/18/13 at 9:53 am to
Posted by Maderan
Member since Feb 2005
807 posts
Posted on 9/18/13 at 9:53 am to
Rebalance into your losers. You are buying into to a category you like at a lower price. Will help your long term performance.
Posted by RickAstley
Reno, Nevada
Member since May 2011
2004 posts
Posted on 9/18/13 at 10:06 am to
quote:

Rebalance into your losers. You are buying into to a category you like at a lower price. Will help your long term performance.


Taking that into consideration, I wish to own index funds for stocks, bonds, and REITs. In order to minimize any tax hit I may take, would it be in my best interest to keep all of one fund in a Roth IRA versus a taxable account. Or in a 401k rather than a Roth IRA?
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