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Re: Rebalancing the Portfolio - What is your approach
Old 05-15-2007, 02:38 PM   #10
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Join Date: Mar 2007
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I'm still working:

401(k) is professionally managed by employer trustees. Money is added every two weeks and invested according to a target portfolio. Larger rebalancing done when needed +/- 5%. I set a target and plan for rebalancing SO and my IRA's once a year, and then check them before actually contributing. Then I don't examine them for balance until next year. Outside of those retirement accounts, I have only a money market savings account - 3 month emergency fund and a small taxable balanced mutual fund.
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