This lesson discusses the steps to selecting a new portfolio mix and transitioning an existing portfolio to the new allocation.
Topics covered include:
- The four portfolio implementation steps
- How to categorize an existing portfolio
- How to choose a new portfolio
- Asset location – how to decide which assets to hold in tax-deferred versus taxable accounts
- How to determine which assets to buy and sell
- How to decide whether to sell a taxable holding
- How to decide the timing of the portfolio transition
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