Are you still working and building your portfolio? If so, and you wish to have proportionately less small cap, you could gradually do so by purchasing large cap only going forward. Then IF it's performance continues to lag it will become a smaller proportion of your portfolio.I may have been hasty in making it a 50/50 split but at the time both seemed like they had a good upward trajectory. I want to dial it back now to 80 large 20 small. I just wonder if I should hold out to make that change or if I should accept that loss. I know a couple months of underperformance isn’t the end of the world, but to see half my money floundering while the broader market soars is not a great feeling.
If you are retired and decumulating you could gradually change your allocation by withdrawing from small cap only. Then, IF it's performance continues to lag it will become a smaller proportion of your portfolio.
I am a fan of smaller gradual changes.
Statistics: Posted by bikechuck — Wed Jul 03, 2024 8:14 am — Replies 33 — Views 1798