Reallocating your investment portfolio is something that should be done atleast annually, but probably every six month at a minimum.
A good friend of mine is a successful financial advisor and he told me that they always reallocating their clients portfolio when warranted, which basically means when the allocation percentages get out of wack due to the increase (or decrease) of a given asset class.
50/50 Allocation
He told me that they automatically rebalance their clients portfolios to 50/50 continuously. Meaning, 50% of an account in invested in different stocks and the other 50% is in fixed assets, such as bonds.
Most people have
Allocation Lesson for Traditional Investment Accounts
April 28, 2019
Published by timm



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