Portfolio Check · by Mara Fischer · 2026-09-24
34, first serious rebalance after one stock got way too cute
I had one individual stock as a 'fun' 8% side position. Fast forward and it became 22% because apparently fun compounds. I finally sold enough to bring it back under 10 and moved the rest into boring index funds.
Now sitting at:
- 72% broad equity funds
- 8% individual stock leftovers
- 10% bonds
- 10% cash
Posting because I almost talked myself out of trimming with all the usual winner-story nonsense.
Now sitting at:
- 72% broad equity funds
- 8% individual stock leftovers
- 10% bonds
- 10% cash
Posting because I almost talked myself out of trimming with all the usual winner-story nonsense.
8 sparks · 6 comments