AIM Investing Lesson Video: How and When to Rebalance your Portfolio to 50% Cash

By jjjinvesting | February 25, 2020 |

Not too long ago, the Youtube channel for JJJ Investing Services crossed a happy milestone: over 100 subscribers!

Compared to some channels that isn’t a lot, but Jeff Weber was thrilled to know that so many people are eager to learn about Automated Investment Management (AIM) with LEAPS (long term options).

When sharing this news with subscribers to the JJJ Investing Services monthly newsletter (which gives you valuable tips and insights every month about AIM investing), we invited requests for future video topics.

Jan S. was one person who replied to Jeff. He asked for advice on how and when to rebalance an AIM portfolio to maintain the 50% cash ratio.

We thought this was such a good suggestion, we made a video to answer his request! Watch and listen to this AIM investing video lesson to learn from two scenarios when you need to rebalance your AIM investments. Jeff uses IBM and Amazon as two examples.

Wondering why an investing portfolio would ever want to keep 50% of its value in cash? That is one of the secrets to a lifetime of scientific and reliable profits with AIM. Watch this video to learn more:

We hope this video helps you become a more successful investor with AIM and LEAPS. Be sure to subscribe to our Youtube channel (and click the bell icon) so don’t miss the next video that we release.

If you want more answers or help with AIM investing, please contact Jeff Weber. He loves to help people become successful AIM investors like he has been for over 30 years.

DISCLAIMER: Jeffrey Weber is not an investment adviser and gives only his personal view and opinion, never making any investment advice or recommendation to buy or sell specific securities. Investors in financial assets must do so at their own responsibility and with due caution as they involve a significant degree of risk. Before investing in financial assets, investors should do their own research and consult a professional investment adviser.

Posted in Commentary & Insights, Investing, video and tagged , , ,

7 Comments

  1. Jeff Weber on June 13, 2020 at 1:02 pm

    I would not rebalance unless 2/3 of your portfolio was cash (only 1/3 are LEAPS). You also would not want to rebalance unless LEAPS fairly close to 52-week low. Best for you to talk with me for specific situations or questions.



  2. Jan Shuster on May 3, 2020 at 8:13 pm

    Tom

    I had the same question.



    • Jeff Weber on June 10, 2020 at 9:06 am

      Jan, I don’t have an Excel SS for AI because I use unique ideas on AIm that can’t be done by formulas – besides you learn better doing it by hand.



  3. Tom Minor on February 27, 2020 at 2:44 pm

    The video explains why you would buy more LEAPS when you rebalance but what if you have been buying as the LEAPS goes down and your LEAPS value is much greater than your cash value. According to the video, I would sell LEAPS to raise my cash value. It doesn’t seem right to be selling at a low. Am I missing something?
    Thanks



  4. Tom on February 26, 2020 at 5:24 pm

    Thanks for clarifying this process and I look forward to more of these YouTube mini-lessons.



  5. Samuel on February 26, 2020 at 2:03 pm

    Thanks Jeff.



  6. Jan on February 26, 2020 at 9:26 am

    I left a question on the video.

    You addressed when you WOULD rebalance.

    When would you NOT rebalance?