Portfolio Rebalancing -- a Real-Time View, Part II
In part one of this piece, I laid out my starting portfolio (my earnings momentum strategy/valuation sensitive "growth at a reasonable price" (GARP) strategy) before a major rebalancing I implemented last week. As a reminder, this is what the portfolio looked like before:Growth Portfolio -- Before Trades, Jan. 28 Source: Gary Dvorchak View Chart » View in New Window »
Now that we've gone over what needed needed readjustment, let's run through the trades I've put in and the rationale behind them. ...880 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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