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answered Feb 02, 2017 11:06 AM by
Jin Won Choi gravatar image Administrator

Hi anulka,

Unfortunately, there isn't a hard and fast rule to follow with regards to frequency and timing of rebalancing. That said, in general, it's not a good idea to base your purchasing decision on whether share prices have risen or not. For example, some people probably hesitated from investing in BRK-B ten years ago, because its price had risen so much. Those people would have missed out on more than doubling of BRK-B since.

If you're looking for more personalized advice beyond this, I unfortunately can't give you any answers here. If you'd still like an answer, please post a new question for 'Approved Advisors Only', and one of the advisors will get back to you.


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