Sim Korr
speaker
211 appearances
1 recordings
1 series
first heard Sep 2026
last heard 14 Sep
Sim Korr’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
might put like, you know, a hundred dollars a week or every month into an index fund and you might have some individual company stocks as well.
And then after a year
Let's say you had invested in company A, and let's say it was like an AI company, and after twelve months, that AI company, you only wanted to have like five percent of your overall portfolio in individual companies and like ninety-five percent in index funds.
But this chip company did really, really, really well.
It grew significantly and now it's like fifteen percent of your overall portfolio twelve months later.
And you go, Oh.
That's not good because now 15% of my portfolio is in individual companies, and that is so much higher of a risk than I am comfortable with.
So you have to rebalance your portfolio.
Some people either choose to sell down some of their investments and go, okay, let me sell down my you know company A individual stocks so that I'm down to 5%.
But what I found has
Worked a little bit better for me as I go, okay, I'm not going to invest any more money into Company A, and I will just increase the amount I'm investing into my index fund so it rebalances, and I go back to that 95% index fund, 5% individual shares.
And by doing that every single year, it makes sure that your investments are not.
out of proportion to your risk tolerance.
Cause you might be the kind of person that's like, I need at least 20% bonds and 80% in stocks and index funds.
And then if you don't check your portfolio in a couple of years have gone by, you might be really surprised to see that your investments in terms of stocks and index funds skyrocketed and now they're like 99% of your portfolio.
And only one little percent is
for bonds and that is not a very good portfolio for your risk tolerance if you were the kind of person that was like I like at least twenty percent bonds so just adding that into your routine.
Again, it's not something you have to do monthly, that's way too soon.
It's not even something you have to do every quarter that that is what is recommended.
But just fitting that in when you can, adding that to your calendar, just like once a year, check my portfolio, rebalance it.
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