Author Topic: Portfolio Asset Allocation  (Read 460 times)

YoungAndNotFree

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Portfolio Asset Allocation
« on: November 05, 2019, 04:33:44 AM »
Hello everyone,
I have started to invest US$500 monthly, and will have 3 times a year that I receive bonuses to make lump sums.

Basically I have at this time 70 shares of VTI and this month bought 5 shares of VNQ. My question is from a practical perspective, what should I buy every month? VTI? And rebalance with VNQ (Iím trying to have 10% in VNQ for volatility/income) instead of BND.

Rebalance yearly or just on a monthly basis?

Edit: Iím 30, and a really long time horizon.

And also any feedback as of this asset allocation.

Rob_bob

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Re: Portfolio Asset Allocation
« Reply #1 on: November 05, 2019, 02:05:49 PM »
It's not a real big deal, since you are making regular monthly purchases just buy whatever it takes to stay close to your chosen AA. Even easier if your broker has $0 commissions.

YoungAndNotFree

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Re: Portfolio Asset Allocation
« Reply #2 on: November 05, 2019, 02:10:57 PM »
Thank you Rob! Yes it is 0 comission.