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RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)

The Rob Berger Show

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How to Rebalance Your Investments

You can put your target asset allocation right here. You have to put in how much shares you own of each fund. And then what it will do is it'll show you what the difference is. It's kind of a very easy way to see when an asset class has gone above or below your threshold. I find this spreadsheet to be the easiest tool I've found to sort of monitor rebalancing.

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