Search found 3 matches

by belhawk
Thu Dec 17, 2015 5:46 pm
Forum: Permanent Portfolio Discussion
Topic: Confused when to rebalance
Replies: 17
Views: 10400

Re: Confused when to rebalance

Great! Thanks for the response.
by belhawk
Wed Dec 16, 2015 4:30 pm
Forum: Permanent Portfolio Discussion
Topic: Confused when to rebalance
Replies: 17
Views: 10400

Re: Confused when to rebalance

Thx Xan! So, I can have a situation where my total portfolio is up by 50% but couldn't rebalance as none have the assets have hit 15/35 band? For example; if I continue with my same 40k investment and the market value is now: IWV - 20000 - 33.2% TLT - 15500 - 25.74% GLD - 14700 - 24.41% SHV - 10000 ...
by belhawk
Wed Dec 16, 2015 3:54 pm
Forum: Permanent Portfolio Discussion
Topic: Confused when to rebalance
Replies: 17
Views: 10400

Confused when to rebalance

Hi, I'm a new bee to PP and started investing in this strategy recently. I've a question regarding when to rebalance. Based on 15/35 band do rebalance only when an individual asset value hits this band or is it total asset value if it reaches 15/35 band? Example, if I invested $40000 IWV - 10000 TLT...