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Strategies & Market Trends : Value Investing
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To: Dale Baker who wrote (14271)4/5/2002 6:37:07 PM
From: Brendan W  Read Replies (1) of 78751
 
Dale... I take the opposite approach. I take all the risk in my Roth and the long-term conservative stocks in my margin account. Simply because my turnover is higher on the riskier portfolio and I don't want "the government" cutting my compounding by taking out its 30 - 40 whatever percent. Also, conversely, my Roth is stomping on my margin account's performance. I treat the margin account as a place where I will only put assets that I am willing to hold for a year to get the favorable capital gains treatment.

FYI, under present regulations I don't do shorts. I rarely do options.

You wrote:
>>>>
An interesting wrinkle from last year - I have two portfolios, one taxable with two accounts and one non-taxable IRA. Because the IRA does not allow shorts, options or margin, I am forced to "behave" and stick to plain stock buying and selling. I also tend to buy more conservative, long-term development stocks.
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