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Personal Investments • Re: Thoughts on TCAF ETF (T Rowe Price Capital Appreciation Equity ETF)?

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And that last point is also important in choosing a fund to add to your portfolio; what will that fund do to the risk of your portfolio as a whole? If you hold a value fund in your IRA or 401(k), then adding a growth fund in your taxable account may not increase your portfolio risk as much as adding a blend fund, since you negate the value risk.
Thanks for your in-depth analysis. In your opinion what tax-efficient US stock fund should be added to my portfolio given I already have VTI?
VTI is a great holding for a taxable account. I don't see a need to hold anything other than VTI for US stock, unless you want to tilt your portfolio in some way, and even if you do that, you would probably be better off using VTI in taxable and holding something else in your IRA. For example, many Bogleheads overweight real estate relative to the stock market (the logic is that a lot of real estate is privately held, so overweighting it relative to the stock market is not overweighting it relative to the investment universe); if you do that, REIT Index (VNQ) should be held in your IRA because it is tax-inefficient. (This is what I do.)

Statistics: Posted by grabiner — Sun Mar 02, 2025 11:00 pm



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