Hello
My allocation looks like this:
Intended Asset Allocation | Swiss | International | |
---|---|---|---|
bonds/cash | 28.0% | 28.0% | |
stocks | 77.0% | 15.4% | 61.6% |
I use IB and VIAC.
Over IB I invest in VT (international) and CHSMIM (Swiss).
Four times during the year I do a rebalancing where I take the money put away over three month and allocate it to get as close to my intended allocation as possible. So far that simple approach worked out fine for me.
What is your opinion on this approach? What would you do different?
How would you calculate the Global 100 Strategy into account on this rebalancing without it getting to complicated?