this is investing cover image

DCA or lump sum, property vs shares, changing investing strategy, rebalancing + more πŸ€“

this is investing

00:00

The Argument for and Against Rebalancing Your Investment Portfolio

Conventional wisdom says sell some of that particular investment and then rebalance your portfolio. In 2006, Warren Buffett bought $1 billion of Apple stock. That investment has grown to a huge portion of his portfolio at Berkshire Hathaway. If it makes sense, think about it. But don't punish a good stock because it's overperforming other stocks.

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