Rebalancing in this environment

steppinrazor

Just a general question, if your allocations have gotten out of kilter, and even with the recent downturn in equities, you need more fixed income/bonds etc., do you continue with your rebalancing plan?

Ted

@steppinrazor: Assuming we are headed for a bear market, I don't believe we are, here is some information on rebalancing in a bear market, with 2008 as an example.
Regards,
Ted
http://thefinancebuff.com/rebalancing-in-a-bear-market.html

davidrmoran

Here is another something to consider in rebalancing away from equities:

http://www.nytimes.com/2016/02/06/your-money/why-your-portfolio-needs-plenty-of-stocks-whatever-your-age.html