Two Sides of FI cover image

What’s Wrong with This Popular Retirement Strategy?

Two Sides of FI

CHAPTER

Strategic Asset Allocation

The rebalancing that you have deferred for the longest time, so instead of doing a strategic asset allocation. You have to sell something that is up and buy something that is down or you have to sell bonds,. But maybe bonds might be down too, but they're down less. So now you do this valuation rebalance. When is it time to abandon this momentum approach and go back to valuation? And this is something really, really hard.

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