Question for European ETF / long-term investors here.
When it comes to portfolio maintenance:
\- Do you rebalance on a fixed schedule with predefined rules?
\- Or do you adjust weights / holdings based on what’s happening in the market?
I’m experimenting with a very strict approach:
\- fixed rules
\- limited number of positions
\- monthly review only
\- no “tactical” decisions
Basically treating the portfolio like a personal index.
I’m trying to understand whether this kind of disciplined process resonates with other EU investors, or if most people prefer a more flexible/manual approach.