The main question is in the title. I am just wondering as I am thinking about pivoting out of some of my energy holdings (as they have ballooned to a higher percentage than I would like within the account) into something else. Energy companies have had a nice run over the last 1-2 years, and I am now thinking about pivoting some into SPY, Healthcare, and a little into tech energy (especially oil) can be very cyclical. So anyways, how often do you rebalance in your Roth IRA?
I haven’t sold any “winners” in my Roth before, and I believe there are no issues with selling them to buy something else as I am not withdrawing any funds, correct?
Thanks!
Submitted July 13, 2023 at 10:00AM by 96SquarebodiedFord https://ift.tt/5aZ7Btz
