Since there are no tax considerations, just do it.Is there an ideal strategy or theory for making a change like this?
Do we pick a date and change everything at once or do we spread it out and sort of dollar cost average over time?
There is no magic to pussyfooting around. That is not a "secret sauce" that will improve your returns, risk-adjusted considerations or not. Actually, assuming your new, desired, AA has the risk/reward configuration you feel is best, any delay in getting there is a risk in itself.
Statistics: Posted by bertilak — Thu Jan 02, 2025 11:35 am