http://www.canadiancapitalist.com/rebalancing-the-sleepy-portfolio-2/ Helping you invest and prosper Sun, 12 Feb 2012 00:54:40 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.canadiancapitalist.com/rebalancing-the-sleepy-portfolio-2/#comment-158379 3Q-2008 Report Card Tue, 30 Sep 2008 23:49:51 +0000 http://www.canadiancapitalist.com/?p=1289#comment-158379 [...] 70% of the portfolio allocated to equities, the Sleepy Portfolio could not be expected to escape the carnage in the stock market. The portfolio was down 10% over [...] [...] 70% of the portfolio allocated to equities, the Sleepy Portfolio could not be expected to escape the carnage in the stock market. The portfolio was down 10% over [...]

]]> http://www.canadiancapitalist.com/rebalancing-the-sleepy-portfolio-2/#comment-156391 Canadian Capitalist Thu, 18 Sep 2008 16:00:53 +0000 http://www.canadiancapitalist.com/?p=1289#comment-156391 nobleea: Probably not. Even with a large account like the Sleepy Portfolio, I considered selling some bonds to buy VWO but decided against it because the 1% deviation means spending $20 to sell and buy $1,600 worth of securities. It's a bit of a tough call but I think that it is best to make as little changes as possible. nobleea: Probably not. Even with a large account like the Sleepy Portfolio, I considered selling some bonds to buy VWO but decided against it because the 1% deviation means spending $20 to sell and buy $1,600 worth of securities. It’s a bit of a tough call but I think that it is best to make as little changes as possible.

]]> http://www.canadiancapitalist.com/rebalancing-the-sleepy-portfolio-2/#comment-156373 nobleea Thu, 18 Sep 2008 14:34:10 +0000 http://www.canadiancapitalist.com/?p=1289#comment-156373 Just a general question, is there a certain dollar value below which it doesn't make sense to rebalance? I mean, you want to keep your asset percentages as close to target as possible, but if you have a small account and a 5% divergence in one class only corresponds to say 800$, is it even worth rebalancing, once you take the commissions in to account? Just a general question, is there a certain dollar value below which it doesn’t make sense to rebalance? I mean, you want to keep your asset percentages as close to target as possible, but if you have a small account and a 5% divergence in one class only corresponds to say 800$, is it even worth rebalancing, once you take the commissions in to account?

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