Q: New member here.
As an individual seeking to replicate the allocation of one of your model portfolios in the longer term (over a year or two, as I shift out of current investments), what is the appropriate way to evaluate if your current portfolio elements continue to be a buy vs a hold?
My concern is buying in to a position that you are about to drop because it has reached its investment limit, either too high, too low, or just flat. CSU is an example that comes to mind: this security increased 329% since you included it in the portfolio, but I would be concerned whether this is near its limit for growth.
My initial thought is to simply match your newly initiated positions as they come and ignore the previous complete portfolio.
For the future, what is the appropriate method to rebalance your positions?
As an individual seeking to replicate the allocation of one of your model portfolios in the longer term (over a year or two, as I shift out of current investments), what is the appropriate way to evaluate if your current portfolio elements continue to be a buy vs a hold?
My concern is buying in to a position that you are about to drop because it has reached its investment limit, either too high, too low, or just flat. CSU is an example that comes to mind: this security increased 329% since you included it in the portfolio, but I would be concerned whether this is near its limit for growth.
My initial thought is to simply match your newly initiated positions as they come and ignore the previous complete portfolio.
For the future, what is the appropriate method to rebalance your positions?