Once you have chosen a long-term target allocation and portfolio using specific ETFs, funds, or other investment vehicles the next step is to implement the portfolio by selling and buying specific assets.
The following module addresses some of the challenges and questions that arise with implementation such as how to allocate between different accounts, how and when to rebalance back to your target allocation, and how to factor in taxes in your investment decisions.
Lessons include:
How To Select and Implement a New Portfolio Mix
Determining Whether To Sell A Taxable Holding
Calculating Investment Performance
What Should You Do Next?
Once you have implemented your portfolio, the next step is to periodically review investment conditions to determine if there is a regime change that suggests you should make adjustments to your asset allocation and portfolio structure.
You can learn more about that in Step 7: Manage Your Portfolio
