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Many Fools like to pick a certain date for annual portfolio analysis and rebalancing. I usually have available time in May, so I use my Fool balloon day as the annual benchmark. :) Last year's update was here:

Hmm, I export my net worth and cash flow reports from Quicken into Excel and do a FIRE analysis weekly, not yearly. It only takes about 10 minutes so it's not too big of a deal.

FWIW, our FIRE target date is down to about 3.5 years using our average total returns over the past dozen years and our 5 year average investment cash flow. We'll likely work up to 5 years beyond the FIRE date for extra security and perhaps locating a second retirement home (we're 43 & 47).

I don't rebalance that often, but I've started adding a portfolio analysis to my weekly reports and use it to direct future investments using a rough Coffeehouse portfolio.

-murray
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