Value Stock Portfolio Rebalancing

Hello forum,

I am trying to figure out the best way to do asset allocation for a value stock portfolio.
So suppose one of the undervalued stocks reaches intrinsic value and is sold. After that where should to money be allocated?
I assume buying more shares for each other stock of the portfolio is not good because the price may have gone up to where the margin of safety is no longer significant.

Dear kyrkar106,

Thank you for your forum post!

Position Sizing, Equity vs Debt, and particularly Graham's Notes on Selling should cover the topics you are looking for.