UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: Taxedout Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75339  
Subject: F/U ? to Message 445 Date: 10/4/1997 5:32 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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!
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Post of the Day:
Value Hounds

Medallion Financial: TAXI!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement