Rebalancing after a quick 2 months

I’m back in Baltimore spending the week at my in-laws. My father in-law is finally home after a long journey since his stroke in October. I can’t imagine being stuck in hospitals and rehab facilities for almost 4 months. Fortunately, he was well taken care of and we feel blessed that he got the rehab he needed.

He’s now walking great and cognitively, it feels that he’s like 90% of the way back. Sophia and I hope that we get back to a sense of normalcy and her parents can go back to living their lives mostly normally soon.

On another note - two months of 2024 has gone by quickly. I had barely checked my portfolio since tax-loss harvesting in December. Everything in my portfolio from value, to growth, to crypto seems to be up.

I’ll need to take some time later this week to check my portfolio and make sure things are balanced out. My crypto exposure has likely gone above the levels that I’d like. As hard as it is to sell crypto in this bull run, I want to make sure to keep things in balance.

I like to do this at minimum quarterly, but with the market up big, it’s important that I check into things earlier.