Or do you simply allocate your assets between stocks and bonds and let an index/manager determine the sub-allocation by capitalizations (for stocks) and by maturities (for bonds)?
What do you gain from tracking the sub-allocations? You can always fine-tune your risk/reward characteristics of your portfolio to maximize your potential reward within your comfort zone by adjusting your top-level allocations between stocks and bonds.
2006-12-07 19:03:28 · 2 answers · asked by John 3 in Business & Finance ➔ Investing
If you do track your large-cap and small-cap stock allocation and rebalance them, I want to learn why you're doing it. Maybe I miss somthing. Teach me please.
2006-12-09 06:06:45 · update #1
No & no reason to. Always focus on the big picture. Have to have holdings that make sense vs worrying about how much big & how much small.
2006-12-08 01:17:09 · answer #1 · answered by vegas_iwish 5 · 1⤊ 0⤋
No need to track separately. You need to track the individual stocks once in a while depending on your time frame.
2006-12-08 12:31:46 · answer #2 · answered by StraightDrive 6 · 0⤊ 0⤋