No. of Recommendations: 0
I'd like to pose a little question for all of you knowledgeable Fool's out there. Let's say I want to put the UV2 (BTD approach) to work for me in an IRA. I start with $2,000 and put $1,000 each in, say, T and MO. That's easy enough. The tricky part is what I do with next years contribution and the stock rotation. Let's say I'm stuck with T in the #1 spot and now IP is back to #2 and MO is at 5 or 6. I sell my stake in MO for $1,500 and hold my stake in T at $1,000. I contribute my $2,000 for this year. Do I add it to the $1,500 from the MO sale to make a total of $3,500 and then split the $3,500 into a $1,750 stake in IP and an additional $1,750 into T? This makes my stake in T $2,750 compared to $1,750 in IP. Is this the proper (most advantageous) way to work this? Any other suggestions or comments would be very much appreciated.
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
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.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! 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.