Thanks

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Those are pure examples. They do not account for new money, right? And as it was noted already those can be added in different ways, e.g. to cash portion, or to lagging portion, or evenly to keep the current ratio.Kbg wrote: ↑Fri Jun 07, 2019 4:45 pmUsing PortViz - 1978 to last month.
15/35 - 8.89% CAGR/13.2 MDD/.60 Sharpe/13 trades
Annually - 8.48/13.36/.55/40 trades
Check last day of the month and rebalance if necessary...
I think we have a clear numerical winner (Can't do check once a year and if it hit the band then rebalance)
Hi Sophie!!!sophie wrote: ↑Sat Jun 15, 2019 8:28 amI've been checking monthly only because I got into the habit of tracking expenses and finances on a monthly basis. It's fun for tracking purposes, but checking asset proportions that often is like watching paint dry. Rebalance events happen every 2-3 years, more or less depending on how you're handling contributions. Checking once a quarter is easily enough. I do like to log into each account at least that often, and that's a good way to remind myself to do it.