Portfolio
I am so happy to join this community and value your expertise. As I go through classes and complete assignments, I'm unsure how to execute this step. I am on the point of building my portfolio, but I do not know what to do with the investment I currently have. I own some single stocks and ETFs. Should I leave these securities in this account and add the strategy I am trying to implement, or forget about this account, stop contributing, and open a new account for this new strategy? FYI, this is a ROTH IRA.
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Prisca Harrison
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Portfolio
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