Brat
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
In May 02 I purchased equal amounts of Oakmark Balanced and Dodge & Cox Balanced because they don't have a lot of overlap in equity, creating my own 2002 target retirement portfolio. Oakmark has performed as I expected from the both of them, nice modest steady returns. Dodge & Cox has been on a tear, and behaving like (forgive me folks) a bucket 3 investment.
So should I change my investment goal for DODBX and enjoy the ride, or should I rebalance?
So should I change my investment goal for DODBX and enjoy the ride, or should I rebalance?