Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (9) |
Author: rrr12345 ✧  😊 😞
Number: of 15070 
Subject: Re: OT: weighting and rebalancing
Date: 02/11/2023 11:56 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
"But for a portfolio of hand picked equities, I would be more hesitant."

Thank you, Jim. You're probably right. The periodic rebalancing that works well for mechanical portfolios may not work well for a hand picked portfolio. Probably for hand picked portfolios it's better to trim or add only when holdings have become clearly overvalued or undervalued. More important than periodic trimming and adding is the choice of holdings and their weightings.

I appreciate your input.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (9) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds