LOL!
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jun 25, 2005
- Messages
- 10,252
I own VTI and there would be action if VTI became over-sized in my portfolio. I would have to sell some shares to get back to within the range of percentages of large-cap US stocks that I had set in my asset allocation plan.One downside to managing one's own personal index sample portfolio in a non-retirement account is what to do when a position gets over-sized. If you owned VTI or VOO there would be no action.
Because of previous tax-loss harvesting this year and carryover losses from past years, there is no emotional baggage nor taxes to worry about. This makes portfolio management essentially emotionless and practically automatic.