Have an older rollover IRA that I believe needs to be rebalanced. Last year I pulled some away from SCHD and entered positions in ISPY and JEPQ. SCHG has done well but I have not rebalanced. I'm currently interviewing financial advisors but am open to recommendations. I do think I need to crank down the SCHG/VOO, increase SCHD. Also, although ISPY and JEPQ are doing fine, it is starting to feel like I'm just overweight in the same things. I'm 55, single and this is about 20% of overall retirement. I have typically been aggressive but feel the need to crank it down a notch. Recommendations?
|Symbol|Mkt Value|% of Acct|
:--|:--|:--|
|ISPY|$46,010.77|8.58%|
|JEPQ|$45,695.53|8.53%|
|SCHD|$144,661.78|26.99%|
|SCHG|$159,039.74|29.67%|
|VOO|$140,605.22|26.23%|
||$536,013.93||