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| Maxxi2 • Messages: 4 • Years on forum: 11.3 |
03:06 AM 02/17/2015 |
Automated Wealth Advisors increase returns by regular rebalancing. I think the same practice should be taken into broader portfolio management. How often do you change the ration between stocks, bonds, real estate, VC, etc. in your portfolio?
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| Bod Malone • Messages: 5 • Years on forum: 11.3 |
09:26 PM 02/17/2015 |
I have only stocks and bonds portfolio and rebalance once a month
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| Richard Jones • Messages: 3 • Years on forum: 11.3 |
04:12 PM 02/19/2015 |
Stocks and bonds - once a quarter. Real Estate - once in 5-15 years when I want to buy a new house :) Have no other exotic investments like gold or VC :)
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| Michelle Jacob Tolliver • Messages: 1 • Years on forum: 11.3 |
09:47 AM 02/21/2015 |
I believe even once a quarter is too often for a long term portfolio, that would mean you don't have a strategy and overreact on any market movement. I would say once a year + on major market movement is frequent enough.
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