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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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The Benefits of Rebalancing Between Stocks and Bonds

When we didn't rebalance, it drifted all the way up to 90% stocks roughly and 10% bonds. Its volatility was much more significant as a 90 10 portfolio than a 60 40 portfolio. In my case, we're currently at roughly 80 20 sort of gradually and probably moving to more like 70 30 over time. But once I've got that allocation locked in, I don't want it drifting higher.

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