Rebalancing with New Contributions Only (No Sells)
This lesson is part of the course
In this lesson
Maya adds $30,000. You steer the new money only into the underweight assets, see how close that gets her to target without selling anything, and how much she would need to add to get there fully.
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Lessons in this course
- Weights & Drift after a Year of Returns Locked
- Trades Needed to Return to Target Locked
- Calendar Rebalancing vs Never Rebalancing over 10 Years Locked
- Tolerance Bands: Absolute, Relative & the 5/25 Rule Locked
- Rebalancing with New Contributions Only (No Sells) Locked
- Transaction Costs & Minimum Trade Size Locked
- Tax-Aware Rebalancing: Realised Gains, FIFO vs HIFO Locked
- Rebalancing Bonus, Volatility Pumping & Risk Locked