What it says
Investment portfolio rebalancing: Target allocation is 70% stocks, 20% bonds, 10% real estate. Current allocation has drifted to 75% stocks due to market gains. Need to sell some stock funds and buy bonds to get back to target. Review allocations quarterly going forward.
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| Date | 2024-06-11T13:50:00.000Z |
|---|
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{
"id": "n_note_148",
"body": "Investment portfolio rebalancing: Target allocation is 70% stocks, 20% bonds, 10% real estate. Current allocation has drifted to 75% stocks due to market gains. Need to sell some stock funds and buy bonds to get back to target. Review allocations quarterly going forward.",
"date": "2024-06-11T13:50:00.000Z"
}