Kepler Portfolio Review
The Kepler is scheduled for an update and from the looks of the Dashboard worksheet below, it needs a little attention. I did make some minor 1% shifts in the asset allocation plan. Those minor shifts did not throw anything out of whack. I lowered the Threshold from 30% down to 25% to see if this moved any more asset classes into a warning situation. There were no changes.
To bring the asset classes back into balance, I set Trailing Stop Loss Orders (TSLOs) of 1% for VUG and VOT, Large-Cap Growth and Mid-Cap Growth respectively. When the shares of VUG are sold, it will also trigger a buy for RWX. When VOT is sold, it will activate a buy for VO. I also have a small order in for VTI to help populate the Large-Cap Blend asset class. Close readers will note that I changed the term Core to Blend in several portfolios. I've yet to make the switch in the Kepler.