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Author: ramsg Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121217  
Subject: Investing for retirement Date: 12/12/1997 5:27 PM
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I am looking into long term investment towards
retirement in addition to 401(k) and IRA.

Fools UV4 works fine but at the end of year
when shuffle your fools 4 portfolio you end up paying
capital gains tax. Is there an alternate portfolio
available for a long term where you don't need to
shuffle every year keeping in mind same kind of
returns of UV4. I guess it's OK if we have to shuffle
once every 3 years in which case I guess the capital
gains tax will be drastically reduced when compared
with shuffling every year.

Any Ideas please reply!! Thanks
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Author: JeanDavid Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 900 of 121217
Subject: Re: Investing for retirement Date: 12/13/1997 11:08 AM
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<Fools UV4 works fine but at the end of year
when shuffle your fools 4 portfolio you end up paying
capital gains tax. Is there an alternate portfolio
available for a long term where you don't need to
shuffle every year keeping in mind same kind of
returns of UV4. I guess it's OK if we have to shuffle
once every 3 years in which case I guess the capital
gains tax will be drastically reduced when compared
with shuffling every year.>

You may wish to look at the Cash King (CK) portfolios, such as they are. One is called MoneyHeavy and the other Simpleton (at least, sometimes). These are bought and held for a 10-year period. Do not blindly copy them, though. I am currently sitting on some OXHP for which I paid $64 1/2. Well, the 10 years are nowhere near up yet, but it was at $16 7/8 yesterday. OTOH, maybe it is a good deal at the present price. GOK. They have about 9 1/2 years to work their way out of it, but if it takes them that long to get back up to $64 1/2, I will have suffered a lot of opportunity cost.

There is a Cash King folder around here.

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Author: TMFTaxes Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 911 of 121217
Subject: Re: Investing for retirement Date: 12/14/1997 2:38 PM
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<<Fools UV4 works fine but at the end of year
when shuffle your fools 4 portfolio you end up paying
capital gains tax. Is there an alternate portfolio
available for a long term where you don't need to
shuffle every year keeping in mind same kind of
returns of UV4. I guess it's OK if we have to shuffle
once every 3 years in which case I guess the capital
gains tax will be drastically reduced when compared
with shuffling every year.>>

First of all, I believe that the Fool 4 has been taken to 18 months rather than one year. That might solve some of your concerns. Additionally, JeanDavid provided you with some insight regarding the Cash King portfolios with a 10 year horizon. There are many options. You might want to check out the Fools School area, and the Beat The Dow area specifically to speak with other Fools that may share your concerns and have additional information for you.

TMF Taxes
Roy

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Author: TMFTaxes Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 912 of 121217
Subject: Re: Investing for retirement Date: 12/14/1997 2:38 PM
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Recommendations: 0
<<Fools UV4 works fine but at the end of year
when shuffle your fools 4 portfolio you end up paying
capital gains tax. Is there an alternate portfolio
available for a long term where you don't need to
shuffle every year keeping in mind same kind of
returns of UV4. I guess it's OK if we have to shuffle
once every 3 years in which case I guess the capital
gains tax will be drastically reduced when compared
with shuffling every year.>>

First of all, I believe that the Fool 4 has been taken to 18 months rather than one year. That might solve some of your concerns. Additionally, JeanDavid provided you with some insight regarding the Cash King portfolios with a 10 year horizon. There are many options. You might want to check out the Fools School area, and the Beat The Dow area specifically to speak with other Fools that may share your concerns and have additional information for you.

TMF Taxes
Roy

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