Derek A. Barrett's  Instablog

Derek A. Barrett
Send Message
I buy established, good companies with strong management, solid balance sheets, free cash flow, growing earnings, and increasing dividends. This is a long strategy, which buys value situations, combining the fundamentals of Growth at a Reasonable Price, with Dividend Growth Investing. This style... More
My blog:
Fully Informed by Teddi Knight
My book:
Generate Thousands by Dr. Samir Elias
  • Schwab Quick Guide to Tax-Efficient Investing 0 comments
    Sep 17, 2011 12:38 AM
    Taxable accounts Tax-deferred accounts such as traditional IRAs, 401(k)s and deferred annuities
    Here, you'd ideally place...

    Here, you'd ideally place...

    Individual stocks you plan to hold more than one year
    Individual stocks you plan to hold one year or less
    Tax-managed stock funds, index funds, exchange-traded funds (ETFs), low-turnover stock funds
    Actively managed funds that may generate significant short-term capital gains
    Stocks or mutual funds that pay qualified dividends
    Taxable bond funds, zero-coupon bonds, inflation-protected bonds or high-yield bond funds
    Municipal bonds, I Bonds (savings bonds)
    Real estate investment trusts (REITs)

    Article Link 
Back To Derek A. Barrett's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


  • Sold $NLY puts, January at 11
    Jul 1, 2014
  • Sold to open $ADM Sept at 41
    Jun 25, 2014
  • No new positions this week, got tons of dry powder coming back online though after buying to close.
    Jun 19, 2014
More »
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.