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Hungry Joe

Joined: 08/19/2002 Posts: 104
Likes: 83


That seems like almost the opposite…


of a portfolio rebalancing strategy, which was recommended to me by two colleagues I thought were pretty financially savvy.

Under that, you have a target % for various asset classes… index, growth, international, bonds, REITs, etc. When it is time to rebalance (every 3-6 months), you move money from assets that have performed better to those that have not.

The thinking behind this approach is that through all the ups and downs of the markets, you are consistently taking profits on what’s up, and putting that money in what’s down (and possibly undervalued).

I’m not saying it’s a better strategy… just interesting your guy is suggesting close to the opposite.

(In response to this post by vt90)

Posted: 10/27/2021 at 2:59PM



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Current Thread:
 
  
Spoke to my financial planner on Monday ... -- vt90 10/27/2021 10:30AM
  That seems like almost the opposite… -- Hungry Joe 10/27/2021 2:59PM
  I do that as well and it is a great idea ... -- vt90 10/27/2021 3:04PM
  That makes a lot more sense. ** -- Hungry Joe 10/27/2021 3:40PM
  Bit the bullet yesterday ... -- OXVT 10/27/2021 11:02AM
  I moved away from Ric. -- VT Pops 10/27/2021 10:45AM
  …slick Ric -- chumley 10/27/2021 11:11AM
  Vs Ricky "the dragon" steamboat? ** -- ColoVT82 10/27/2021 12:02PM
  I have decided ... -- vt90 10/27/2021 10:55AM
  I have a buddy who retired at 55 -- mancunian 10/27/2021 1:06PM
  He could drive a school bus! ** -- Mighty Fine Catch 10/27/2021 4:46PM
  Slow rolling retirement is a good plan -- Happy Dog 10/27/2021 11:39AM
  What kind of STD do you have? -- statmanfromHCyrs 10/27/2021 11:25AM
  Prayers ... -- vt90 10/27/2021 11:19AM
  A hairnet would look good on you ** -- Brown Water 10/27/2021 11:39AM
  Ha! ** -- FfxStationHokie 10/27/2021 11:48AM
  Indeed. I will identify as a lunch lady. ** -- vt90 10/27/2021 11:40AM
  If I had Health Insurance (to 65) I could retire tomorrow :( ** -- FfxStationHokie 10/27/2021 10:56AM
  It is not as expensive as you think ... -- vt90 10/27/2021 11:00AM
  Yup ** -- VT Pops 10/27/2021 10:57AM
  ^^^ so true -- FfxStationHokie 10/27/2021 10:52AM

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