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Old 10-28-2011, 12:37 PM   #141
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Surely nobody does pure B&H you have to include rebalancing. I DCA into low cost mutual funds and maintain a 40/60 AA. If that diverges by +/-5% I reallocate....although I don't like to rebalance more than once a quarter so in highly volatile times I'll let things drift a bit more but never by more than 10%. How a particular strategy performs depends greatly on the time period that modellers choose, but using a %age divergence trigger forces you to sell the gaining sector and buy the falling sector. It worked well through the down turn.

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Old 10-28-2011, 02:09 PM   #142
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Originally Posted by nun View Post
Surely nobody does pure B&H you have to include rebalancing.
With suitable qualification ("nobody who is a knowledgeable investor ...") I suppose that might be so. But I do pure B&H, since I have never in my life sold a security except to spend the money on something outside of my portfolio (house down payment, e.g.). To the small extent I balance stocks versus bonds, I do that by buying the one I think I don't have enough of. But I don't sell either.

Greg (retired in 2010 at age 68, state pension)
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