Comments on: Reviewing and Rebalancing Your Portfolio http://www.bargaineering.com/articles/reviewing-and-rebalancing-your-portfolio.html personal finance blog with anecdotes, advice and commentary. Sun, 08 Nov 2009 13:09:32 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: Free Money Finance http://www.bargaineering.com/articles/reviewing-and-rebalancing-your-portfolio.html/comment-page-1#comment-2913 Free Money Finance Tue, 10 Jan 2006 16:01:32 +0000 http://www.bargaineering.com/articles/?p=475#comment-2913 <strong>Seven Steps to Start 2006 on the Right Financial Foot</strong> Here's a resolution-related article from Dallas/Ft. Worth Texas fee-only financial planner Steve Blankenship titled Seven Steps to Start 2006 on the Right Financial Foot. I'm posting a summary as well as links to posts written on corresponding topic... Seven Steps to Start 2006 on the Right Financial Foot

Here’s a resolution-related article from Dallas/Ft. Worth Texas fee-only financial planner Steve Blankenship titled Seven Steps to Start 2006 on the Right Financial Foot. I’m posting a summary as well as links to posts written on corresponding topic…

]]> By: fivecentnickel.com http://www.bargaineering.com/articles/reviewing-and-rebalancing-your-portfolio.html/comment-page-1#comment-2812 fivecentnickel.com Sun, 01 Jan 2006 16:08:53 +0000 http://www.bargaineering.com/articles/?p=475#comment-2812 <strong>Happy New Year!</strong> Just a quick note to wish you all a Happy New Year! No major resolutions for me this year. Just a couple of things that we have to get in order… First off, we still need to put together an estate plan. We’re currently living with wills tha... Happy New Year!
Just a quick note to wish you all a Happy New Year! No major resolutions for me this year. Just a couple of things that we have to get in order… First off, we still need to put together an estate plan. We’re currently living with wills tha…

]]> By: jim http://www.bargaineering.com/articles/reviewing-and-rebalancing-your-portfolio.html/comment-page-1#comment-2671 jim Fri, 23 Dec 2005 04:28:03 +0000 http://www.bargaineering.com/articles/?p=475#comment-2671 With funds in a 401(k) where there are no costs to rebalance and where you don't know exactly what stocks the funds hold, it makes more sense. When you're talking about a single stock, the decisions are less cut and dry because there are more factors to consider. Your friends' decision to hold Apple make sense if the reasons they bought the stock still hold true and it's nice to let winners run, it's a solid long term strategy. However, they might find themselves with a lot more tech than they originally planned (if that was even their plan) and want to diversify to lower the risk. Risk is good if you're potentially getting enough reward for it, the rewards I've received from emerging markets funds has been worth the risk and volatility. One thing they might want to consider is selling Apple to offset losses so they can get themselves out of a bad position. With funds in a 401(k) where there are no costs to rebalance and where you don’t know exactly what stocks the funds hold, it makes more sense. When you’re talking about a single stock, the decisions are less cut and dry because there are more factors to consider.

Your friends’ decision to hold Apple make sense if the reasons they bought the stock still hold true and it’s nice to let winners run, it’s a solid long term strategy. However, they might find themselves with a lot more tech than they originally planned (if that was even their plan) and want to diversify to lower the risk. Risk is good if you’re potentially getting enough reward for it, the rewards I’ve received from emerging markets funds has been worth the risk and volatility.

One thing they might want to consider is selling Apple to offset losses so they can get themselves out of a bad position.

]]> By: muckdog http://www.bargaineering.com/articles/reviewing-and-rebalancing-your-portfolio.html/comment-page-1#comment-2670 muckdog Fri, 23 Dec 2005 04:14:15 +0000 http://www.bargaineering.com/articles/?p=475#comment-2670 I think this is a good idea. Asset allocation and diversification are what it's all about, but without periodic rebalancing things can get out of whack. Of course, I have some friends who bought Apple stock and have seen it go up 500% and they haven't rebalanced yet. Something to be said about letting your winners run. (I'd rebalance if it were me, though). I think this is a good idea. Asset allocation and diversification are what it’s all about, but without periodic rebalancing things can get out of whack. Of course, I have some friends who bought Apple stock and have seen it go up 500% and they haven’t rebalanced yet. Something to be said about letting your winners run. (I’d rebalance if it were me, though).

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