u/ChelseavManu

Unhedged vs Hedged - Rebalance Now or Drift to 50/50 Over Time?

I currently have about 80% unhedged and 20% hedged in the Foundation Series Total World Funds. I originally only bought the unhedged version, but I’ve recently started adding hedged to move toward a 50/50 target allocation.

At current rate, it’ll probably take around 3 years to reach that split just through new contributions. I’m wondering whether it’s better to just rebalance now back to 50/50 in one go, or if I should avoid the selling and buying fees and simply keep buying hedged until I naturally get to 50/50 over time.

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u/ChelseavManu — 10 days ago