No. of Recommendations: 0

I keep pretty close tabs on my assets so I don't need to go perform a special look in order to know what % of my NAV each asset is.

So instead of looking every 6 months, I just wait until one asset class is more than 3% different from the desired %. This has happened in as little as 2 months but has also taken more than a year. It depends upon the relative performance of my assets.

It's currently been >4 months since my last reallocation and the major assets are still within 1% of their target. It looks like it'll several more months until I need to perform this function again.

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