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- Joined
- Jun 25, 2005
- Messages
- 10,252
I'm overweight mid/small cap stocks once again. They are up 9.5% since Feb 3rd which was the last purchase. Unfortunately, I would take a tax hit or an early redemption hit to rebalance out of them.
So instead, I will sell some shares of my REIT fund which has a significant fraction of mid/small cap stocks. This will help get me back in balance, but will not go all the way there.
Submitted a limit order to sell VNQ shares a moment ago at the current high for the day although VNQ has backed off that price. My order may or may not get filled. Update to follow.
EtA: Order was filled.
So instead, I will sell some shares of my REIT fund which has a significant fraction of mid/small cap stocks. This will help get me back in balance, but will not go all the way there.
Submitted a limit order to sell VNQ shares a moment ago at the current high for the day although VNQ has backed off that price. My order may or may not get filled. Update to follow.
EtA: Order was filled.
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