Note that the above chart is meant to show an approximation of future neutral
asset allocation adjustment and is meant for illustration purposes only.
Anticipating allocation adjustments that may be needed in the coming year, we will also discuss how near - term net income might be invested to reduce the need to reallocate some of your portfolio in the future.
I use this lump sum investment to do my
asset allocation adjustments — having the extra cash in the account makes it much easier to get things adjusted appropriately without having to sell too much or tinker more that you have to.