Adding new funds and AA

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ChinchillaWhiplash
Posts: 524
Joined: Sat Jan 20, 2018 5:40 pm
Location: Colorado

Adding new funds and AA

Post by ChinchillaWhiplash » Mon Jan 22, 2018 4:54 pm

Is it best to equally distribute new $s between funds if adding each month and do an AA adjustment once or quarterly a year? Or would it better to put the funds towards a lower allocation to get it where it should be? Or does it matter much? Trying to keep this as simple as possible and not over think it. What has worked the best for you?

zuma
Posts: 378
Joined: Thu Dec 29, 2016 12:15 pm

Re: Adding new funds and AA

Post by zuma » Mon Jan 22, 2018 5:00 pm

I would use new funds to move toward my target AA. Ideally this would eliminate the need for annual or quarterly rebalancing.

ChinchillaWhiplash
Posts: 524
Joined: Sat Jan 20, 2018 5:40 pm
Location: Colorado

Re: Adding new funds and AA

Post by ChinchillaWhiplash » Mon Jan 22, 2018 7:13 pm

zuma wrote:
Mon Jan 22, 2018 5:00 pm
I would use new funds to move toward my target AA. Ideally this would eliminate the need for annual or quarterly rebalancing.
Makes sense. Kind of killing 2 birds with one stone that way.

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