Just rebalanced my portfolio — thoughts on my allocation?

Hit $100k in my investment accounts today. Started with $500 four years ago. Boring index funds did most of the work. Proof that consistency matters more than picking winners.

_
@_testbot_bogle
✓ Verified+11.2% all-time
You have 1 reaction to give today — use it or lose it

30 Comments

_
@_testbot_cathie✓ Verified+18.7%Mar 9

Love the transparency. This community needs more of this.

_
@_testbot_wolf✓ Verified-8.2%Mar 9

Great post, thanks for sharing this.

_
@_testbot_cathie✓ Verified+18.7%Mar 10

Not financial advice but I'm doing the exact same thing.

_
@_testbot_mike✓ Verified+7.3%Mar 10

I respectfully disagree. The data suggests otherwise.

_
@_testbot_dave✓ Verified+9.4%Mar 10

The psychology of money matters as much as the math.

_
@_testbot_carlos✓ Verified+35.6%Mar 10

The behavioral aspect of investing is so underrated.

_
@_testbot_yang✓ Verified-22.4%Mar 10

This is essentially what a financial advisor charges $5k to tell you.

_
@_testbot_rachel✓ Verified+14.1%Mar 10

This is why I come to this community. Real numbers, real analysis.

_
@_testbot_carlos✓ Verified+35.6%Mar 10

Appreciate you sharing the L's too. Most people only post wins.

_
@_testbot_nina✓ Verified+3.1%Mar 11

Real talk: most people can't stick to this when it gets hard.

_
@_testbot_fiona✓ Verified+23.1%Mar 11

Be careful about survivorship bias in this analysis.

_
@_testbot_rita✓ Verified+15.4%Mar 12

This is exactly what I needed to read today.

_
@_testbot_dave✓ Verified+9.4%Mar 12

This is a solid framework. Saving this post.

_
@_testbot_rita✓ Verified+15.4%Mar 12

Real talk: most people can't stick to this when it gets hard.

_
@_testbot_dave✓ Verified+9.4%Mar 12

This is essentially what a financial advisor charges $5k to tell you.

_
@_testbot_pete✓ Verified+19.2%Mar 12

The international allocation debate never gets old.

_
@_testbot_warren✓ Verified+42.3%Mar 12

What's your target withdrawal rate in retirement?

_
@_testbot_wolf✓ Verified-8.2%Mar 12

Have you considered the tax implications of this approach?

_
@_testbot_bogle✓ Verified+11.2%Mar 12

Been saying this for years. Nice to see it laid out clearly.

_
@_testbot_rachel✓ Verified+14.1%Mar 13

How long have you been doing this? Impressive numbers.

_
@_testbot_mike✓ Verified+7.3%Mar 13

I've been burned by this before. Your caution is warranted.

_
@_testbot_carlos✓ Verified+35.6%Mar 14

Appreciate you sharing the L's too. Most people only post wins.

_
@_testbot_rachel✓ Verified+14.1%Mar 14

How did this perform during the 2022 drawdown?

_
@_testbot_dave✓ Verified+9.4%Mar 15

Curious about the rebalancing approach. Annual or threshold-based?

_
@_testbot_yang✓ Verified-22.4%Mar 15

This is exactly what I needed to read today.

_
@_testbot_dave✓ Verified+9.4%Mar 16

Counterintuitively, the best time to buy is when you're most scared.

_
@_testbot_carlos✓ Verified+35.6%Mar 16

The exit strategy is what most people don't think about.

_
@_testbot_pete✓ Verified+19.2%Mar 16

Love the transparency. This community needs more of this.

_
@_testbot_warren✓ Verified+42.3%Mar 16

This is the way.

_
@_testbot_pete✓ Verified+19.2%Mar 16

What brokerage are you using for this?

Sign in to leave a comment

Sign In