How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.

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Since my personal portfolio is completely invested in my client models, it's gets rebalanced every time the client portfolios do.

What are you guys doing?

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Transfer your portfolio to me and I’ll take care of it! 😂

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If you would still buy the stock at its current valuation, I’d rather buy a put than trim the position.

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I usually rebalance in a yearly basis my personal portfolio. Depending on costs you can do it more/less often.

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