In truth, the frequency is less essential than ensuring the weighting of each asset isn’t too far from the goal. Adjusting each holding when it’s weight adjustments by 5% should hold the portfolio in line. So, if a holding is meant to be 60%, but grows to 65%, it could be time to reduce the holding. And it’s easier and cheaper than ever to make sure that your portfolio has a broad array of investments, with zero commissions at major on-line brokerages. As some of these belongings are rising quickly, others will remain steady or fall.
