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Account Location
This module is free to read — it just needs an account. Creating one takes an email address and nothing else, it opens every lesson in the academy in full, and it remembers where you got to. When you’re done, we’ll bring you straight back here.
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
- 1Location vs allocation
- 2The kind of income each investment pays
- 3What the decision turns on
- 4What it’s worth
- 5Living with it, then Account Location in one page + a quick check
We will email you a link to confirm the address before your account is ready — and that link lands you right back on this page, signed in.