BRIAN ROGERS: CONSIDER REBALANCING YOUR PORTFOLIO

December 27, 2013

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

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