Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Primarily because AAs are different and the constituents in those AAs are different. My tax-exempt accounts are more aggressive (higher % of stocks, tilted towards growth). My taxable accounts are more conservative (higher % of bonds, all muni and t…
My strong preference is to use Morningstar Portfolio/Watchlist such that I can track my portfolio AA (and performance) by account type. In other words, I keep 3 active: Taxable, Tax-Deferred, and Tax-Exempt because I have target AA for each account …
