Rich_by_the_Bay
Moderator Emeritus
I was all set to rebalance this month per my long-standing plans. I had the spreadsheet and assumptions all set to go, stocks and bonds neatly laid out; foreign, domestic, indexes, short and intermediate term, all just dying to be re-arranged.
Huh? On looking at my uber-spreadsheet, things had barely budged. Monthly budget and expenses closely matched the original SWR. Almost all allocations (not that many to begin with) were within 1-2% of original.
Conclusion: carry on without any changes.
Geez, that was so boring.
Huh? On looking at my uber-spreadsheet, things had barely budged. Monthly budget and expenses closely matched the original SWR. Almost all allocations (not that many to begin with) were within 1-2% of original.
Conclusion: carry on without any changes.
Geez, that was so boring.