Episode 417: International Growth Funds, DSTs, Portfolio Transitions And Other Questions And Quandaries

In this episode we answer emails from Marco Esquandolas and Multi-Family Investor. We discuss a long-term diversified Roth portfolio for a 13-year old, modelling Delaware Statutory Trusts in a portfolio, transitioning out of an all S&P 500 allocation in a taxable account, PFIX, Sabine Royalty Trust and individual stocks in retirement portfolios, and M1 Finance. Note/Correction: Sabine is actually NOT structured like an MLP but as a true trust and therefore issues 1099s, not K...