A.I.M. Users Bulletin Board

[karw]

Hi Jibes,

Another way to rebalance is looking at your average purchase price. Add to an equity below the avg pp and sell an equity above the avg pp.

I use synchrovest to calculate what to add and sell for some equities in the portfolio. Synchrovest uses the avg pp. Synchrovest also needs new money or "equity money". Synchrovest handles the deep diver in your portfolio very nicely.(normal amount + max half of cash). Synchrovest means some work.(weekly or monthly).
Synchrovest has 2nd gear.(turbo)

Rebalancing in equal parts does this as well, I think. Maybe Lost Cowboy could comment, rebalancing is also one of the strategies on his forum!

Regards,K