Stage index
Stage 18 · Lesson 4 / 5
New Money vs Selling
01 / 05

New Money vs Selling

Coach Chad, waving
Lesson 4: New Money vs Selling. If you are still adding to the portfolio every month, you can rebalance without selling anything. Often.

Fix the mix without selling anything?


One tap — go with your instinct.

Assessment

Your stocks have drifted above target, but you still add money to the account every month. Is there a way to bring the mix back WITHOUT selling anything?

Coach Chad, struck by an idea
There's a way to fix the mix without selling 💡