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WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors

White Coat Investor Podcast

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How to Rebalance a Portfolio

We're comfortable with what happens in one o the last five market down turns. There are reasons for us to also increase the aggressiveness of our investing as we go, but i wouldn't let those two things be totally separate plans. If your plan is to gradually become less aggressive each year, then balance back to whatever you're supposed to be at. But i would treat those two processes separately. It's a great question, john. I wish i had the right answer,. not only do i not have the right answer, neither oes anybody else. All right, let's do our quota to day. This is from jacob reese.

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