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Participant ○○

Does Office Allow you to Toggle Cash Flow timing for Stocks vs. Mutual Funds? Which do you use?

Does Office Allow you to Toggle Cash Flow timing for Stocks vs. Mutual Funds?

If so, which do you choose?

A. Do you do all PM cash flow timing for all the securities in the account?

B. Do you do default method or beginning of day for stocks and PM for mutual funds?

For background see this link:

https://bicon.li/2016/10/26/timing-is-everything/

 

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