My current personal investment portfolio is comprised of about 75% individual stocks and 25% ETFs split 80/20 between VEQT/VRIF, respectively.
Although my investment horizon is pretty far out (lets say 20yrs) and I wanna stay fairly aggressive, I think I’m done with individual stock-picking and wanna rebalance to something like:
\* 7-8% individual stocks
\* 15% VRIF-like investment
\* \~77-78% VEQT-like investment
My problem is, I dont neccessarily know how to conduct my stock divestment down to 7-8%. I’m guessing it should be conducted in tranches over time to reduce the effect of market volatility? But if so, what size/how many tranches and spaced over what sort of time period?
For background, in case its relevant, although I’m not neccessarily looking for advice on (but will accept) sector and geographic exposure/allocation, my stocks are:
\* USD-heavy (approx 75% of STOCK allocation
\* Tech-heavy
Any other considerations before I fuck up my future? 🙂