Replies to post #3046 on A.I.M. Users Bulletin Board (AIMUSERS)

[karw]

Hi Jibes,

In my portfolio I also want to use ReBal.

I have 22 different type of stocks/funds/ETFs in it.

One of the funds I want to Synchrovest.

The rest I put under a ReBal regime.

I will not use a fixed percentage(25% for 4 stocks), but will use the ratio of (Avg Price times No of shares) divided by
(Sum of all (Avg Prices times No of Shares)) for each stock.

This ratio is my target ratio and monthly I will ReBal towards it for each stock.

The spreadsheet adaptation was a piece of cake!

Kind Regards, K