The Mustachian Forum
Welcome,
Guest
. Please
login
or
register
.
Did you miss your
activation email
?
1 Hour
1 Day
1 Week
1 Month
Forever
Login with username, password and session length
News:
Home
Help
Search
Login
Register
The Money Mustache Community
»
Learning, Sharing, and Teaching
»
Investor Alley
»
Any wisdom on gradually moving to a new AA vs all at once?
« previous
next »
Print
Pages:
1
Author
Topic: Any wisdom on gradually moving to a new AA vs all at once? (Read 1215 times)
retireatbirth
Bristles
Posts: 260
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?
Logged
RWD
Walrus Stache
Posts: 6530
Location: Arizona
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.
Logged
Car Jack
Handlebar Stache
Posts: 2141
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.
Logged
Print
Pages:
1
« previous
next »
The Money Mustache Community
»
Learning, Sharing, and Teaching
»
Investor Alley
»
Any wisdom on gradually moving to a new AA vs all at once?