Q: Hi there,
I began purchasing some of the names in the Balanced Equity portfolio with a starting of weighting of 5% in my portfolio. Some names have run up to between a 6% to 7% weighting and I was wondering at what point would you recommend trimming back to a 5% weighting?
Thanks!
I began purchasing some of the names in the Balanced Equity portfolio with a starting of weighting of 5% in my portfolio. Some names have run up to between a 6% to 7% weighting and I was wondering at what point would you recommend trimming back to a 5% weighting?
Thanks!