Comments on: Portfolio return for May 2008 http://www.indextown.com/archives/2008/06/15/portfolio-return-for-may-2008/ Personal finance and investing in mutual funds and ETFs Sun, 23 Nov 2008 13:45:59 +0000 http://wordpress.org/?v=2.5 By: Links: 1/3rd Of My Blogroll Edition » My Money Blog http://www.indextown.com/archives/2008/06/15/portfolio-return-for-may-2008/#comment-23149 Links: 1/3rd Of My Blogroll Edition » My Money Blog Thu, 26 Jun 2008 11:43:29 +0000 http://www.indextown.com/?p=540#comment-23149 [...] shares his May 2008 Portfolio return. So many asset [...] […] shares his May 2008 Portfolio return. So many asset […]

]]> By: Jonathan http://www.indextown.com/archives/2008/06/15/portfolio-return-for-may-2008/#comment-23148 Jonathan Mon, 23 Jun 2008 01:14:04 +0000 http://www.indextown.com/?p=540#comment-23148 Thanks for sharing, I was just curious. Thanks for sharing, I was just curious.

]]> By: indexfundfan http://www.indextown.com/archives/2008/06/15/portfolio-return-for-may-2008/#comment-23147 indexfundfan Sun, 22 Jun 2008 16:40:44 +0000 http://www.indextown.com/?p=540#comment-23147 Jonathan, I don't have a post on my re-balancing criteria. I consider myself "very aggressive" on re-balancing. Usually new money every month is used to restore my asset allocation. If that still cannot restore the balance to within 5% for each asset class (e.g. my fixed income allocation of 30% would have a band from 28.5% to 31.5%), I would use my tax-deferred assets to restore the balance. For this to work, I have a portion of every asset class in tax-deferred space. Jonathan, I don’t have a post on my re-balancing criteria.

I consider myself “very aggressive” on re-balancing. Usually new money every month is used to restore my asset allocation. If that still cannot restore the balance to within 5% for each asset class (e.g. my fixed income allocation of 30% would have a band from 28.5% to 31.5%), I would use my tax-deferred assets to restore the balance. For this to work, I have a portion of every asset class in tax-deferred space.

]]> By: Jonathan http://www.indextown.com/archives/2008/06/15/portfolio-return-for-may-2008/#comment-23145 Jonathan Sat, 21 Jun 2008 00:35:00 +0000 http://www.indextown.com/?p=540#comment-23145 My apologies, but I couldn't find if you had a post outlining your criteria for when you rebalance? Is it based on % change? My apologies, but I couldn’t find if you had a post outlining your criteria for when you rebalance? Is it based on % change?

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