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The problem I see with using UG5 in my Roth now is that trading costs as a percentage of the total portfolio would be too high. Eventually, yes, this would be a great place for an actively traded account given the tax deferred status. But right now I need a good strategy for investing the 24k lump sum. Another FF portfolio traded every 18 months might be a better answer, but with UG5, I think I would be more diversified. I will check out your suggestion of the Drip and Cash king portfolios for my regular savings. Thanks.
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