I thought rebalancing was something only experienced investors do with Excel spreadsheets😅. Turns out it took me just one evening.
One of the bStocks positions grew so much that it started taking up a larger share of my portfolio than I initially planned—so it was no longer “a strategy,” but “how it turned out.”
Step by step:
— I locked in part of the profit by selling only the slice that exceeded the target allocation, not the entire position;
— I moved the funds into a stablecoin so they wouldn’t just be “in the air” between steps;
— I put part into Locked Earn for a short period—specifically the amount that definitely won’t be needed in the near future;
— I left the rest in Flexible so I can buy more bStocks if there’s a dip.
Why Locked and not bStocks again: after a strong surge, going back in with everything is no longer diversification—it’s a doubled bet on the same asset. It mattered more to capture some of the gains than to chase the trend continuing.
Honestly: no complex formulas—I followed a simple rule: “the asset’s allocation share must not exceed a predefined limit,” set in advance.
Not investment advice—I’m sharing my own approach, not a ready-made scheme.
Do you rebalance according to a schedule, or when an asset’s share noticeably “gets skewed”?👇
#bStocksCIS #Earnbianance