Taxable Account
Moderator: Global Moderator
Taxable Account
I want to set a permanent portfolio for my taxable account monies. I have zero room for any of these holdings in my tax deferred and tax exempt accounts. So my choices are the 4 x 25 or PRPFX. Because of the tax issue with the bonds and gold in the 4 x 25 I was leaning towards using PRPFX. I realize the shortcomings of the retail mutual fund (active manager, higher fees, etc.) but its low yearly distributions are a great plus in a taxable account. Any advice would be appreciated. Anyone else in this situation? What did you choose and why? Thanks.
Re: Taxable Account
Do 90% PRPFX and 10% EDV. Rebalance annually. Don't look back.
This is a very safe, simple and tax efficient strategy.
This is a very safe, simple and tax efficient strategy.
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