A.I.M. Users Bulletin Board

[AIMster]

If you're in a position to reinvest dividends then a method that works reasonably well is to be 100% in stock and rebalance at the individual stock/fund level.

Hi, Clive,

Thanks for bringing up the point. Foliofn shows the weight of each holding in the portfolio based on current dollar value. So, yes, the goal is to keep each at approximate equal weighting, allowing rebalancing as the cycles progress.

Best,

AIMster

P.S. You mentioned the idea of wanting a similar service for the U.K. I believe they license their technology - their mail address is here should you wish to post them:

Corporate Headquarters

FOLIOfn, Inc.
8000 Towers Crescent Drive, Suite 1500
Vienna, VA 22182

or http://www.foliofn.com

Not sure if they take international customers or not, but you might want to check!