Portfolio Re-balancing

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SIMON NASH

Hi,

Not sure if this has been discussed much, but the experts talk about re-balancing you portfolio, every year or so.

I have a small portfolio at the moment, about 6-7 stocks, 2 of them, APT and SSM have done really well, and now consist of about 60% of the total. I should “in theory” sell some as these to re-balance into the other stock, or potentially purchase 1-2 new stocks.

If I still believe there is more upside in both of these, am I just “propping up” the slower performers (still doing OK) and missing the potential upside?

What are your thoughts?

Cheers
Simon