Most investors should follow a buy - and - hold strategy that maintains their set asset allocation, rebalancing when actual allocations depart substantially from their targets (although a modest dose of contrarianism can help sophisticated investors). (moneysense.ca)
Here is our high - level portfolio allocation as of July 2017 month - end at the time of the 2016 recap summary (we'll look to provide quarterly updates on actual allocations going forward): (balanceddividends.com)
The core of a tortoise - like process is to establish an appropriate asset allocation (the mix of stocks and bonds in your portfolio) and rebalance when actual allocations depart substantially from these targets. (moneysense.ca)