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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (40643)12/15/2010 11:26:28 PM
From: Mark Marcellus  Respond to of 78774
 
Rebalancing:

I do it once a quarter, with four stocks each quarter and rebalance on the quarter anniversary. I am doing this in a non taxable account, so I'm not obsessive on doing it at exactly one year, but it's always within a couple of days one way or the other. When I hold a stock in one quarter's cycle, I don't buy it in another cycle (though, much to my chagrin, I did screw up on that one in a recent quarter).


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