3min chapter

Barron's Streetwise cover image

Index Funds vs. Ivy League

Barron's Streetwise

CHAPTER

Innovative Investment Strategies for Diversification

This chapter explores effective strategies for diversifying investment portfolios while highlighting the drawbacks of traditional market cap-weighted methods. It introduces the 351 transaction for tax deferral and underscores the significance of managing fees and taxes in boosting investment returns.

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