Hello,
I tried to find this topic and answer elsewhere on the forum. I regret if i missed it.
I am in the process of rebalancing a Roth IRA portfolio. With the market at an all time high and significant
across the board returns this year, I am trying to determine if I should use existing investments to rebalance
and hold cash for another investment opportunity.
Or should I allow the investments that are working to continue as they are and add cash to the area which requires
additional funding.
I understand this sounds like a question for a crystal ball. Not in this case. I am simply wondering if there is
a best practice in this scenario.
I hope my question makes sense and I appreciate any wisdom you are willing to impart on me.
Thank you for your time and support in this matter.
Warm Regards,
Andi
I tried to find this topic and answer elsewhere on the forum. I regret if i missed it.
I am in the process of rebalancing a Roth IRA portfolio. With the market at an all time high and significant
across the board returns this year, I am trying to determine if I should use existing investments to rebalance
and hold cash for another investment opportunity.
Or should I allow the investments that are working to continue as they are and add cash to the area which requires
additional funding.
I understand this sounds like a question for a crystal ball. Not in this case. I am simply wondering if there is
a best practice in this scenario.
I hope my question makes sense and I appreciate any wisdom you are willing to impart on me.
Thank you for your time and support in this matter.
Warm Regards,
Andi
Statistics: Posted by amcghee — Fri Nov 08, 2024 9:08 pm — Replies 6 — Views 269