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I'm assigned an adviser and she calls every now and then. I pay nothing for her advise and will help me with transactions, advise etc. with no fees, no charges.
She told me my equity funds have increased 10% from my original plan over the last three years. So on this one portfolio I'm 73/27 ratio. She was wondering if I wanted to rebalance and if not if I want a automatic rebalance if it gets to high and want to stay in my perimeters.
My question is this. Would it be a wise idea for an automatic rebalance of my account? If I want 70% equities it would have to hit 75% before it would automatically rebalance. I also plan never to have too use this money so I want it to grow if at all possible.
What is your thoughts?
She told me my equity funds have increased 10% from my original plan over the last three years. So on this one portfolio I'm 73/27 ratio. She was wondering if I wanted to rebalance and if not if I want a automatic rebalance if it gets to high and want to stay in my perimeters.
My question is this. Would it be a wise idea for an automatic rebalance of my account? If I want 70% equities it would have to hit 75% before it would automatically rebalance. I also plan never to have too use this money so I want it to grow if at all possible.
What is your thoughts?