Sunday, June 2, 2019

Case study: Par 401 K positions - June 2 2019

June 2, 2019

Introduction


It is my personal finance research. I like to learn when to rebalance my portfolio. I have Par 401 K and I did build a portfolio less than two months ago, now the balance is $200 lower. Should I rebalance the portfolio?

Case study


I have to think about if I should rebalance my portfolio on my Par 401K.

June 2, 2019


I look up my folder, and here is the portfolio I setup in April 30, 2019, just one month ago.


Here are the difference based on asset type. I need to think about when to rebalance the portfolio. It is free to rebalance.


Here are a few blogs related to my Par 401K starting from 2007.


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