05-05-2017, 10:21 AM
For the construction phase (3 yrs) I decided to do a deposit weighting. I allow a few double positions (AAPL). If a position would double over night I might take some and buy more income elsewhere. After the construction phase perhaps a capital weighting (deposits plus realized gaines). The distribution phase is far, so I have no idea. Maybe a mixture of market and income weight. If something goes over the limit I would probably let it run and use a trainling stop loss. I guess it will also depend on the income: what we will have and what we need to secure. So at some point I might want to sell a portion of AAPL and buy IBM for example ;-)