05-04-2017, 08:03 AM
I'd be interested to know what sort of strategies everyone is using to determine the amount that a certain stock or sector is from the portfolio total? Do you change your balancing strategy or is it always the same? What happens if a stock goes over the limit? Is the balancing strategy the same throughout your investing "career" or will it change depending on if you are in the accumulation or spending phase?
Currently I don't have a real strategy when it comes to balancing but I realize that this might have to make one at some point. So looking forward to hearing all of your tips. I'm mainly considering a stock based balancing strategy but feel free to discuss both sectors as well as balancing between different instruments such as stock, etfs, bonds, cash, gold etc.
Currently I don't have a real strategy when it comes to balancing but I realize that this might have to make one at some point. So looking forward to hearing all of your tips. I'm mainly considering a stock based balancing strategy but feel free to discuss both sectors as well as balancing between different instruments such as stock, etfs, bonds, cash, gold etc.