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Re: Rebalancing the Portfolio - What is your approach
Old 05-15-2007, 02:16 PM   #9
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Join Date: Apr 2007
Location: Milford, OH
Posts: 1,341
Twice a year.

June 1 I modify contribution percentages only.
Dec 31 I reset contribution percentages, then rebalance by buying/selling.

In June most years the target pecentages are off by around 1% per category... so it is a minimal move from June-December. In December there is always buying and selling.

This prevents me from reacting to hiccups thru year (up 1-2% in a day or down 1-2% in a day).
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