From: "FranksPlace2" 
Newsgroups: misc.invest.financial-plan
Subject: Re: Portfolio rebalancing opinions
Date: Sat, 3 Mar 2007 06:12:10 -0600
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On Mar 2, 11:38 am, "kastnna"  wrote:
> On Mar 2, 10:50 am, "FranksPlace2"  wrote:
>
>
> I don't understand. Suppose you've got 20K in "aggressive MFs" and 80K
> in all other investments. Hypothetically the agressive funds double in
> value and the others stay the same. You just went from a 20% to a 33%
> allocation of aggressive holdings. So one of your rules is violated:
> 1) you have greater than 20% agressive holdings or 2) you have to
> rebalance.

kastnna,

Theoretically you are correct.  But it hasn't happened yet because I
am only at half my limit and my agressive portfolio does not perform
that much better than my market portfolio.

Frank