Tag: #portfolio re-balancing

The Case for a Few Good Stock Runners

The Case for a Few Good Stock Runners

Many investors limit the amount of their investments in individual companies to manage the risk in their portfolios.  Others advocate holding on to stocks whose prices increase faster than the rest of your portfolio (which I’ll call stock runners) as long as the reason you 

Why I Chose Patience over Re-balancing

Why I Chose Patience over Re-balancing

Many financial advisors recommend re-balancing your portfolio no less often than annually to ensure the asset allocation is consistent with your risk tolerance, as illustrated in this post from Schwab.  In the past, I haven’t been one to re-balance my portfolio, so I spent some