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

Money For the Rest of Us

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How to Rebalance a Portfolio to Reduce Over Concentration

Even though stocks out perform bonds, delaying and wading doesn't really change the come very much. Yet there could be some performance differences between rebalancing and by and hold but it certain wasn't the level that i would have thought. There is no one method for rebalancing that is better tha another method. They're all effective, monthly, quarterly, annually. Threshold. We need to be mindful of the cost, particularly taxes. We also need to being mindful of our emotions. So sometimes having a specific rule can help us better control our emotion. The best we can do now is create a diversified portfolio with maximum drawdown risk that we're comfortable with and re balance

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