Join Early Retirement Today
Reply
 
Thread Tools Display Modes
Old 10-28-2011, 12:37 PM   #141
Thinks s/he gets paid by the post
nun's Avatar
 
Join Date: Feb 2006
Posts: 4,872
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.
nun is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 10-28-2011, 02:09 PM   #142
Thinks s/he gets paid by the post
GregLee's Avatar
 
Join Date: Oct 2010
Location: Waimanalo, HI
Posts: 1,881
Quote:
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)
GregLee is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
NUA Tax Strategy - $88k / year mmgoebe FIRE and Money 12 07-07-2011 08:03 AM
Money Market funds in potential danger. clifp FIRE and Money 22 07-06-2011 06:10 AM
State Income Tax Strategy - CA and WA Da Nag FIRE and Money 8 07-05-2011 04:29 PM
When it comes to photos, timing makes the shot REWahoo Other topics 0 07-01-2011 01:19 PM

» Quick Links

 
All times are GMT -6. The time now is 03:52 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.