Was going to rebalance into PTTRX this weekend, but now I'm hesitant.
At this time, should I wait and see what happens? Any predictions on what's going to happen?
Raladic wrote:The key word here is tax-deferred (like Traditional IRA) because you pay income tax at withdrawal.
It's still better in a tax-free account (like Roth IRA) which is growth untaxed.
MnD wrote:Here's a link on how to compute your return using Excel xirr
http://whitecoatinvestor.com/how-to-cal ... -function/
cowboyj65 wrote:It is not intuitively evident to me how changing the percentage of my portfolio in a sector that is currently doing well (or not doing well), in order to get back to my AA, is better in the “long term” than just “holding”.