Shaoya wrote:I'd like to re-balance our portfolio, but what is the optimal way to do it?
1. What criteria do Bogleheads use to trigger a re-balance? Calendar? Percentage bands?
2. Should I just exchange equities into one of our bond fund (which one?) or should I branch out to diversify in some other way? [I'm still learning about how asset classes correlate (or don't) so any help here is appreciated.]
Any suggestions on this, as well as any other comments on our situation below, would be greatly appreciated.
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