• Stephen Walters

Time to re-balance?

Although the Dexterity portfolio climbed again last fortnight, it has been higher still and fallen back 2%.


Observing the slippage, I feel relief I re-balanced the portfolio ten days ago. I hadn’t wanted to lift the profits from the portfolio; so instead I dispersed them among the lesser-star funds, and bought two new ones.


I fully accept your own response might be very different from mine, and for sound reasons. For instance, you might choose to hold as-is, or even to buy more if the slippage continues to a price at which you can’t afford not to buy.


If you’d like to confer - or if you’d like help to re-balance - I’m available.