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Colleen Jaconetti: Rebalancing Your Portfolio

Bogleheads® Live

CHAPTER

The Benefits of Rebalancing Mutual Funds

It depends on the type of equities you're holding out there. Bonds typically don't give up a lot of capital gains. If your goal is to maximize returns, then most likely would be 100% equity. Long term investors with 20 years plus as their investment horizon are expected to improve returns or just reduce volatility.

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