These are two follow-up questions to my immediately preceding question concerning "UV2 Revisited."I just read the description of UV2. The first question is, "Would this strategy still be appropriate if the inherited IRA represents about 17% of the beneficiary's net worth (after inheritance) and a sizeable sum in absolute terms as well?"(The only reason I ask this is it seems like alot to invest in just two stocks, but that is probably because the beneficiary is used to having too many different stocks of small amounts in the portfolio anyway.) The second question is, "Since the IRA is tax-deferred, is there much of an advantage in trading the UV2 stocks (in deep discount brokerage account) more often than once per year (e.g., as soon as the stock no longer meets the criteria). My thinking why more frequent trading than 1 time per year might be advantageous is this might compound the return at a faster rate, and there is no tax reason to hold the stock a minimum period of time." Thanks again!
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