Search found 9 matches

by rhythm
Thu Oct 10, 2019 6:37 am
Forum: Personal Investments
Topic: Rebalancing Limitations
Replies: 15
Views: 1494

Re: Rebalancing Limitations

Thanks retired@50 and MotoTrojan.
by rhythm
Mon Oct 07, 2019 2:37 pm
Forum: Personal Investments
Topic: Rebalancing Limitations
Replies: 15
Views: 1494

Re: Rebalancing Limitations

Thanks nolesrule and rkhusky, Yes it is hypothetical. I have it stuck in my head that selling a better performing fund to top up a worse performing fund has to yield a higher total return than adding to the worse performing fund to get the allocation in line. I can't explain why, but it seems to be...
by rhythm
Mon Oct 07, 2019 7:46 am
Forum: Personal Investments
Topic: Rebalancing Limitations
Replies: 15
Views: 1494

Re: Rebalancing Limitations

Thanks nolesrule and rkhusky, Yes it is hypothetical. I have it stuck in my head that selling a better performing fund to top up a worse performing fund has to yield a higher total return than adding to the worse performing fund to get the allocation in line. I can't explain why, but it seems to be ...
by rhythm
Mon Oct 07, 2019 4:05 am
Forum: Personal Investments
Topic: Rebalancing Limitations
Replies: 15
Views: 1494

Re: Rebalancing Limitations

Thanks all for your responses, appreciate it. Making more sense I think... One last scenario to see what your comments would be :) As an example, let's say that I have this allocation: Fund A = 50.00% - Equity Fund B = 50.00% - Bonds A week later, equities boom and the allocation is now: Fund A = 90...
by rhythm
Sun Oct 06, 2019 5:06 pm
Forum: Personal Investments
Topic: Rebalancing Limitations
Replies: 15
Views: 1494

Re: Rebalancing Limitations

My only option to rebalance on the providers website is to allocate new percentages to each fund, totaling 100.00%. Is it even possible for me to ensure that I am selling from funds A and B to buy into funds C and D? Yes, in fact if you enter 25% for each fund there is no way to accomplish that EXC...
by rhythm
Sun Oct 06, 2019 4:40 pm
Forum: Personal Investments
Topic: Rebalancing Limitations
Replies: 15
Views: 1494

Rebalancing Limitations

Hi all, I have two questions on rebalancing. I've read the wiki article (https://www.bogleheads.org/wiki/Rebalancing) and also the chapter about it in "The Bogleheads guide to investing" (Great book by the way!) Here lie my four funds and current percentage allocation: Fund A - 26.27% Fund B - 26.21...
by rhythm
Tue Jan 29, 2019 4:51 am
Forum: Non-US Investing
Topic: Asset allocation in multiple accounts
Replies: 2
Views: 385

Re: Asset allocation in multiple accounts

Thanks bloom2708, I think the problem I'm facing is trying to understand the financial value of the total portfolio when looking at it from a whole. For example, all things being equal except currency value, if I put 10K GBP in bonds, this is worth more than 10K AUD in bonds. Doesn't this mess with ...
by rhythm
Sun Jan 27, 2019 2:07 pm
Forum: Non-US Investing
Topic: Asset allocation in multiple accounts
Replies: 2
Views: 385

Asset allocation in multiple accounts

Hi all, After reading the wiki article (https://www.bogleheads.org/wiki/Asset_allocation_in_multiple_accounts), I have a question for you. My particular situation has me with 3 separate pension accounts, in 3 different currencies: 1 pension in UK (GBP) - Approx. £9,000 (50 / 50 Equities & Bonds) 1 p...
by rhythm
Fri Jan 18, 2019 5:03 pm
Forum: Investing - Theory, News & General
Topic: Tributes to Jack Bogle
Replies: 205
Views: 27765

Re: Tributes to Jack Bogle

RIP Jack.
Your research and community have helped me understand some profoundly important financial aspects.

"Don't think that you know more than the market; no one does." - The Little Book of Common Sense Investing