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Rebalancing, parental advice, AVUV vs. FISVX and 10 more Q&A

Sound Investing

CHAPTER

How to Determine if the Returns Are Going to Be Better in Other Markets?

The question is, when you're implementing a portfolio and you start to tilt towards REITs or small cap or large cap value, then all of a sudden there's some taxation involved that might not be involved with the total market. How can they really determine that the returns are going to be better in these other markets once you take taxes into consideration? Now, you've got to start and I'm going to make it real simple. Total market index is a large cap blend fund.

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