Sunday, January 17, 2010

Week 3 - Rebalancing Investment Portfolios

Objective:

Rebalance my unregistered, registered, and tax-free investment portfolios.

Reasoning:

I wanted to do a fitness themed week, but since I'm still not feeling 100%, I thought this would be a well-timed activity. With 23 different stocks, in 3 portfolios, I'm looking to simply a bit by rebalancing my holdings.

Special Considerations:


It's a good time to rebalance, since the market seems to be in neutral in early 2010. Furthermore, I expect to be selling more so than buying. I'll use the proceeds to buy more into stocks that I already own, and increase my cash holdings. Ideally, I like the number 16...since I think I could track about that many stocks regularly.

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