Money For the Rest of Us cover image

How, When, and Why Should You Rebalance Your Investment Portfolio?

Money For the Rest of Us

00:00

The Compound Annualized Return

The lowest volatility is nine point six cent. The highest volatility is would be annual volatility the ups and downs, was ten point two %. If we look at the average equity application over time, if you're re balancing less frequently, the stocks are going to become a higher weight. That shows that that rebalancing monthly, there was some benefit of that return to the mean.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app