I don't understand the quantified rationale behind streamlining. In principle, you might want, say, a three fund portfolio, since you don't have a strong opinion contrary to that. In practice, you might have a more complicated portfolio, since it contains past decisions (by you or other). If it is still some approximation of the portfolio you want, why would you necessarily have a strong opinion contrary to what you have? Of course, if you happened to inherit a portfolio of 100% bitcoin ETF, you would consider rebalancing if it doesn't approximate the portfolio you want.
Statistics: Posted by monkeytoad — Thu May 09, 2024 1:15 am