Because the US market has advanced so much this year, the TSM in my brokerage account has gotten way ahead of itself about 14 percent above my AA for that account. I switched to all bonds in my monthly addition to try to keep up. I went to 50/50 in my 401k from 60/40 and that brought my overall AA back in line with my overall plan. Should I worry about the stock level in the brokerage's account? Should I sell minimal cost basis shares to bring it back to balance? Or should I just be patient and keep adding bonds every month realizing it’s just going to to take a while to get back to AA in that account? How do you all think about this?
Statistics: Posted by nyejos11 — Sun Nov 17, 2024 7:07 pm — Replies 3 — Views 327