04-09-2014, 06:48 PM
I decided that my method concentrated too much on financial data, rather than more qualitative factors, which requires following news about a company. What is ironic is that an SA article (which we discussed on the forum) where the author was pushing more return (and more risk), started me thinking about the risk I was assuming in my portfolio. I didn't want to head down the same direction as that author.
What I regret about the restructuring is that I also did some rebalancing, which was against my investment policy statement. Once started, it is hard to stop. The capital gains I just finished paying taught me not to do that again. It is better to just let an overweighted position drift down with additions to the portfolio.
What I regret about the restructuring is that I also did some rebalancing, which was against my investment policy statement. Once started, it is hard to stop. The capital gains I just finished paying taught me not to do that again. It is better to just let an overweighted position drift down with additions to the portfolio.