Ok, is there a "jibe" and a "jibes?" That's too confusing for me. 
I rebalance weekly and "AIM" monthly. And, if I understood your question correctly, then I think you correctly stated it.
But, in reality for me (because I am with folioFN) I don't have to set exact prices, I can just tell folioFN: (when rebalancing only) "Reset my portfolio to the original percentages" and (when rebalancing and 'AIMing') "Here's what the new Stock Balance should be and reset to original percentages."
It's really easy at folioFN. Since my account is an IRA and I don't have any commissions (to speak of) and I can buy fractional shares, I don't worry about any minimums.
Matt
I rebalance weekly and "AIM" monthly. And, if I understood your question correctly, then I think you correctly stated it.
But, in reality for me (because I am with folioFN) I don't have to set exact prices, I can just tell folioFN: (when rebalancing only) "Reset my portfolio to the original percentages" and (when rebalancing and 'AIMing') "Here's what the new Stock Balance should be and reset to original percentages."
It's really easy at folioFN. Since my account is an IRA and I don't have any commissions (to speak of) and I can buy fractional shares, I don't worry about any minimums.
Matt
Join the InvestorsHub Community
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
