Hi, all.
I'm working on my IPS. It's purely for my family's own use. I don't employ an advisor.
I have a question about my plans to rebalance my AA. At this point, it's purely academic since my desired investment allocation is 99% VTSAX, 0% VTBLX, and 1% cash. However, I want to see what more experienced people think. Here is the section in question. I'd like your thoughts on how feasible the red text is...
I'm working on my IPS. It's purely for my family's own use. I don't employ an advisor.
I have a question about my plans to rebalance my AA. At this point, it's purely academic since my desired investment allocation is 99% VTSAX, 0% VTBLX, and 1% cash. However, I want to see what more experienced people think. Here is the section in question. I'd like your thoughts on how feasible the red text is...
Maintenance
1.Use Quicken Simplifi to monitor the family’s net worth. Manually update investment account balances in Simplifi at the beginning of each month.
2.Rebalance around the New Year and Independence Day.
3.Taxable accounts favor slow rebalancing by adjusting contributions rather than buying and selling. Tax-advantaged accounts may be rebalanced by buying and selling if it’s not a taxable event.
Statistics: Posted by slippinsurlies — Wed Jan 10, 2024 2:38 pm — Replies 7 — Views 336
