Rebalancing my Portfolio

by astanhaus


Traditionally, January is when I reassess my portfolio and adjust it to match my needs for the upcoming year(s). But with so many factors up in the air, I decided to stay put until I had more clarity about what my year would look like financially.

I knew rent would be my biggest expense, and I didn’t know how much it would be until I found my new place and autographed the lease.

Now that’s out of the way…I ask myself even more questions about my $$ this year.

When I have answered these questions to the best of my abilities, I create my action plan, move my $$, and rebalancing accomplished.


(Originally published on Amanda Stanhaus’s financial literacy blog: XO, Bettie.)