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To use Balanced Portfolio you create a portfolio, enter the stock and cash holdings, then enter the amount of each position in the portfolio. Balanced Portfolio will then show you how far that position is from an ideal balanced allocation. You can also enter the cash equivalent holding in the portfolio. By default the ideal cash percentage is 20%, but that value can be changed in the options screen.
As always, do homework to make sure a position is still worth holding before bothering to balancing it. If a position is looking like a bad long term investment, it's time to start scaling out of it, sell those rallies.
This balanced portfolio strategy works really well with dividend stocks. It is easier to have confidence to add to position on the way down if there is a decent dividend to put a floor under the stock. Be sure to watch out for dividend cuts. Feel free to email me if you want to chat more about it!
Tags: balanced investment portfolio apps, what is balanced portfolio means to you.