tag:blogger.com,1999:blog-8091367287813993533.post478781272912122229..comments2023-10-22T11:30:33.581-04:00Comments on Do-It-Yourself (DIY) Investor: How to Rebalance a PortfolioRobert Wasilewskihttp://www.blogger.com/profile/04536814650758511673noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-8091367287813993533.post-32943715575232211112015-01-11T14:47:11.304-05:002015-01-11T14:47:11.304-05:00What are the tax implications of rebalancing?
Do ...What are the tax implications of rebalancing?<br /><br />Do you pay tax on the gains and get credit for the losers?Dan Kellyhttps://www.blogger.com/profile/03381486886745957925noreply@blogger.comtag:blogger.com,1999:blog-8091367287813993533.post-60856083504166479872011-03-02T16:30:28.343-05:002011-03-02T16:30:28.343-05:00@MoneyCone As I say "there's more than on...@MoneyCone As I say "there's more than one way to skin a cat" in a lot of this. I'll admit that sometimes after a big down day I'll push up the amount in the sector that dropped. 5% is bottom line, no thinking, automatic for me.DIY Investorhttp://rwinvesting.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-8091367287813993533.post-25290271472341610392011-03-02T16:12:24.290-05:002011-03-02T16:12:24.290-05:00I too prefer the 5% rule when it comes to re-balan...I too prefer the 5% rule when it comes to re-balancing! <br /><br />Some prefer doing it once a year, that works too!MoneyConehttp://www.moneycone.comnoreply@blogger.comtag:blogger.com,1999:blog-8091367287813993533.post-37716112232755605572011-03-02T15:24:28.695-05:002011-03-02T15:24:28.695-05:00@The Grouch Thanks.
@Invest It Wisely Actually reb...@The Grouch Thanks.<br />@Invest It Wisely Actually rebalancing is a subtle way of buying low and selling high. Over time it actually adds to performance. Furthermore if you want to market time at the margin you can move a few percent around here and there. I have to admit I structured the bond portion shorter than the overall bond market because rates were so low. It was an unusual situation. DIY Investorhttp://rwinvesting.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-8091367287813993533.post-63184827902087657842011-03-02T15:17:12.479-05:002011-03-02T15:17:12.479-05:00I prefer to rebalance rather than try to guess whe...I prefer to rebalance rather than try to guess where the tops and bottoms are. I find it's easier to deal with emotionally and I think it works better this way, too.Invest It Wiselyhttp://www.investitwisely.comnoreply@blogger.comtag:blogger.com,1999:blog-8091367287813993533.post-88614082500721896452011-03-02T08:52:25.603-05:002011-03-02T08:52:25.603-05:00Robert, good educational article, much appreciated...Robert, good educational article, much appreciated.The Grouchhttps://www.blogger.com/profile/16355057736314451831noreply@blogger.com