BRIAN ROGERS: CONSIDER REBALANCING YOUR PORTFOLIO

CONSIDER REBALANCING YOUR PORTFOLIO

– Trim overvalued winners
– Add to undervalued laggards

Stock Portfolio
Potential trims: U.S. stocks, especially small cap stocks

Potential adds: Emerging market stocks

Bond Portfolio
Potential trims: High yield bond winners

Potential adds: Short term Treasury notes and T-bills
High quality emerging market government and corporate bonds