gvsucavie03 wrote:Here's the BH 3-fund portfolio checkup:
1. look at current holdings
2. look at desired AA
3. rebalance (if needed) with tax efficiency and costs in consideration
4. don't check again for 6 months
5. read a book
poundwise wrote:I too had less fun this year due to a mid-year move to a new state. TT was smooth for the Fed component, but was extremely unhelpful for the split state component.
azanon wrote:Been itching to buy that Lexus? Is there a better time than now for liquidating your US stock fund that has been on a tear for 5-6 years? Do it now, not after it crashes later this year. I'm digressing......