AM,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.Jim
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. M