Quote:
Originally Posted by CRCRFT78
I'm curious if any of you own the same stock in different accounts (IRA, ROTH, INVESTMENT ACCOUNT)? I have what I consider a good selection of stocks in my IRA but would like some of the same stocks in a regular investment account as well. My thinking is that the IRA is on a "set it & forget it" long term mode (I won't really forget it of course), but I would also like a regular investment account so that I can be active. Not in the form of day trading, more in the sense that I can move things around and possibly enjoy the investments sooner if need be.
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I would NOT do that.... the key to being diversified has little to do with what account what is in... it has more to do with TOTAL INVESTABLE FUNDS -- and then keeping each investment (per name) to 5% or less....
Don't ever get complacent with a set and forget.... it's more like set - REVIEW - ADJUST - and keep them employees WORKING at all times.
