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Personal Investments • Re: Small cap lagging large cap in portfolio

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I am 50% invested in large cap and 50% small cap for my 401(k). The crazy difference in return the last quarter has me nervous and wanting to rebalance my portfolio. I don’t want to rebalance now and accept a loss but I’m worried it will get worse. What should I do?
What do you mean by “accept a loss”?

It seems like you’ve gained a lot in large cap, and if anything you are “locking in those gains” by selling some and buying the small cap to rebalance

Statistics: Posted by muffins14 — Wed Jul 03, 2024 4:12 am



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