POSTED BY January 3, 2014 5:40 pm COMMENTS (8)ON
I am currently holding a 3 mutual funds 1 debt and 2 equity funds as part of my portfolio for my kids education (long term goal of 18 years). My plan of debt to equity ration for next 5 years is 25% debt 75% in equity. However current ration is 48%:52%. Can you suggest what is the strategy to rebalanced the portfolio?
When I calculate I have to move around 42K from Debt to Equity funds.
Do you think its wise to do it at once or its better to do it in 6 transactions over next 6 months time?