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A simple three fund portfolio is easy to manage and tax efficient. That way you can select whatever asset allocation that you want. A target date fund is fine, but might have a lot more international than you desire. In a taxable account, you won’t be able to tax lost harvest a TDF in a pre-tax account. You shouldn’t compare a 100% stock portfolio with a portfolio made up of stocks and bonds. An all stock portfolio has the potential to growth the most and also drop the furthest in a market downturn. You should develop an IPS with whatever strategy you will follow.
Statistics: Posted by Wiggums — Wed Dec 27, 2023 4:22 pm — Replies 8 — Views 1089