When *Not* To Rebalance?
Rebalancing is an important part of portfolio management. But we need to understand if it’s always necessary…
Rebalancing is an important part of portfolio management. But we need to understand if it’s always necessary…
Put in some time and effort up front, don’t hover too much, and use time as a lever: make your portfolio work while you work.
2022 is different – and worse – for investors than any year since 1950.
The more you accept your investing imperfection, the closer to perfect you’ll be.
“Jesse – I don’t understand why you hold bonds. I don’t know why anyone holds bonds. Can you explain the “problem” with a 100% stock portfolio?”
Rebalancing your portfolio decreases your portfolio risk *and* often increases your long-term returns