I have a problem deciding when to remove money from a fund when it goes up. I would like to move the money that has accumulated in the fund and leave the base money alone. Should I leave all the money (base and accumulated) or should I remove the profits and put them in bonds or cash and when Should this happen?
One approach is to set an asset allocation between bonds and stocks, using a high and low range for each. When the stock/fund amount goes over the top withdraw enough to take the fund down to the bottom of your stock allocation % just make sure the shares are past the 1 yr holding period.
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