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I'm facing the problem that many investors have faced, what to do now?
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You hold a single sector fund in the US. Single sector funds are meant to be held in a portfolio of other single sector funds. A fund for UK, another for Europe, Asia, Japan, Property, Gilts, Corp Bonds, HYB etc etc.
So, you chosen to hold BG American to fill your US allocation. What has changed in that respect?
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To take the profit and leave the balance, increase the holding or totally sell all or what?
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How the weighting in the US compared to your chosen model? i.e. if your model says you should hold 18% in US and you hold 20% then you should rebalance back to 18%. If your model says 18% and you hold 18% then you should do nothing as you are within your target allocation.
I am an Independent Financial Adviser (IFA). Comments are for discussion purposes only. They are not financial advice. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.