Portfolio question- if I have 10% allocation to a stock that has since appreciated (doubled) and now becomes 20%. How does one go about normalising the portfolio?
Should we see % allocation on cost basis or price basis?
Lastly, if seen on price basis and I sell a portion of the appreciated stock to bring back the allocation to 10% am I not cutting my winners here? The wisdom says let your winners run…
Appreciate the thought process of learned forum’rs here
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