EconCERF
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Advanced · A1

Account Location

Same portfolio, same returns, different accounts, and the arrangement can matter. What account location is, what it turns on, and where the answer for your own holdings actually comes from.

By the end of this module, you’ll be able to:

  • Tell what you own from where you hold it.
  • Identify the types of income a holding can produce.
  • Explain why account location cannot be decided from a simple table.
  • Explain why account location cannot help when all your money uses one account type.
  • Use new contributions to change account location without selling.
  • Judge account location across your whole portfolio rather than one account.

5 lessons · about 50 minutes

  1. 1Location vs allocation
  2. 2The kind of income each investment pays
  3. 3What the decision turns on
  4. 4What it’s worth
  5. 5Living with it, then Account Location in one page + a quick check

This module is free to read with an account. Register free to open every lesson in full and save your progress.

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