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Thurday, May 30 | ||||
Favor Flavors
(Callan's Periodic Table of Investment Returns)
You should think about rebalancing your portfolio at the end of every year by shifting some of the gains from your outperforming funds into your underperforming funds. Vanguard has Index funds which cover all of the groups listed in the table above. I sorely regret not taking some of my gains at the end of each year during the technology stock boom and redeploying them into bonds or the Russell 2000 Value Index or some other underperforming sector. If I had only been more sensible about asset allocation.... The perfect man uses his mind as a mirror.It grasps nothing. It regrets nothing. It receives but does not keep. -- Chuang Tzu Off to Chicago for the weekend... it's Level III time for the CFA exam. Wish LLP luck! |
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