Portfolio rebalancing

New
dsjxyz

New

dsjxyz
Dec 9, 2021 4 Comments

First time I am doing a major rebalancing
Reducing number of individual stocks I own and buying VTI, BTC, and ETH instead.
My picks did mostly well but the time effort and emotional ups and downs is not worth the return.

To folks with similar experience:
1. Do you recommend a few large moves or spreading it over time?

2. If I have some stocks that are down (T, BABA, few others) with total of under 10k loss, should I be patient and categorically avoid taking loss just to rebalance?

Thanks. #personalfinance #investments

TC 350

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