Asset location importance
—·6hSocial
I have a 4 fund portfolio: FSKAX FTIHX AVUV AVDV How important is to keep these assets stored in specific accounts (Roth, 401k, Brokerage) for tax efficiency purposes? I have been replicating my asset allocation evenly among each account type. I do so because, while I believe there is reason to expect some SCV outperformance, I do not want to have my Roth exclusively carry a laggard fund given it is the most important of the accounts. I also do not want to have a huge tax drag due to tax ineffic
TickersFSKAX, FTIHX, AVUV, AVDV, SCVChannelsstocksCategoriessocial-signal
Open original source ↗Published
7/2/2026, 3:34:18 PM
Fetched
7/2/2026, 6:08:08 PM
Confidence
30 / 100
Relevance
5 / 100
Trust
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Language
en