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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (58823)1/2/2017 10:46:10 AM
From: Spekulatius2 Recommendations

Recommended By
Jurgis Bekepuris
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My performance differs greatly between my accounts. My IRA accounts are up 15% and 20.5% respectively, my taxable accounts are up close to 40%. The better performance in my taxable account was due to MLPs holdings started at the beginning of the year, which performed very well (doubles and some triples). I did not purchase MLP in my IRA, due to fears about the UBTI and stock to bonds from midstream assets and EEQ, which performed well too, but not as well as the MLP holding.

I also barely did any sales in my taxable accounts for tax reason and just let it ride, which turned out to be the right thing to do this year.
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