Re-Balance, Yes or No?
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Re-Balance, Yes or No?
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05-09-2014, 09:44 PM
Our long term portfolio's positions have been funded in roughly equal dollar amounts. My expectation is to always accumulate additional shares of various equities. Rebalancing will take place via the allocation of new funds and will probably never happen via the selling of shares. Shares will only be sold if a position appears to get seriously over valued or if the position fails to perform to expectations.
Alex
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Re-Balance, Yes or No? - by cannew - 05-09-2014, 11:14 AM
RE: Re-Balance, Yes or No? - by EricL - 05-09-2014, 11:37 AM
RE: Re-Balance, Yes or No? - by cannew - 05-09-2014, 02:00 PM
RE: Re-Balance, Yes or No? - by EricL - 05-09-2014, 02:27 PM
RE: Re-Balance, Yes or No? - by Dividend Watcher - 05-09-2014, 11:51 AM
RE: Re-Balance, Yes or No? - by Jimbo - 05-09-2014, 07:59 PM
RE: Re-Balance, Yes or No? - by hendi_alex - 05-09-2014, 09:44 PM
RE: Re-Balance, Yes or No? - by Kerim - 05-12-2014, 08:27 PM
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