I understand some auto-rebalance, but what is your trigger for it? Is it on specific days that you re balance, or just willy nilly, or is it when a certain allocation mean is hit?
Right now I will be perfectly honest I have been manually re balancing twice a year, and at no particular time...but usually when I do a roth contribution...
Of course the DCA throughout the year and things like this recent downturn could prompt a rebalance but obviously some timing can be controlled for a rebalanced and likely probably should. I'm interested to hear others thoughts.
I feel like the best "auto magical" way would be to setup all funds in one account that has an auto-re balance feature. I have too many accounts right now but that might be a future strategy of mine once I get everything under one roof.
Right now I will be perfectly honest I have been manually re balancing twice a year, and at no particular time...but usually when I do a roth contribution...
Of course the DCA throughout the year and things like this recent downturn could prompt a rebalance but obviously some timing can be controlled for a rebalanced and likely probably should. I'm interested to hear others thoughts.
I feel like the best "auto magical" way would be to setup all funds in one account that has an auto-re balance feature. I have too many accounts right now but that might be a future strategy of mine once I get everything under one roof.