Author Topic: Any wisdom on gradually moving to a new AA vs all at once?  (Read 683 times)

retireatbirth

  • Bristles
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Any wisdom on gradually moving to a new AA vs all at once?
« on: October 26, 2017, 07:28:18 PM »
I have about 260k invested all in stocks and reits. At this point, I want to move to 5 or 10% bonds. Is there any advantage to doing this gradually with new investment vs just rebalancing?

RWD

  • Magnum Stache
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  • Location: Mississippi
Re: Any wisdom on gradually moving to a new AA vs all at once?
« Reply #1 on: October 26, 2017, 07:47:11 PM »
Is this in a taxable account? If so you will want to take capital gains into account. Otherwise it shouldn't matter much.

Car Jack

  • Pencil Stache
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Re: Any wisdom on gradually moving to a new AA vs all at once?
« Reply #2 on: October 27, 2017, 06:28:32 AM »
You're talking very small amounts of money, relatively.  Just move it.