
Finance OS: Approaching Retirement
The Meaningful Money Personal Finance Podcast
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How to Rebalance Your Portfolio
Just do it once a year. You blink and the funds move in a different way. It's so easy to overthink these things. Probably the difference you will make is pretty negligible, but I wouldn't be doing it like monthly or anything like that. Or the speed at which markets change these days. So just make a decision. Either leave it where it is and review it again next year. If it might have fixed itself by next time, or it might have gone over, then you could trigger the rebalance. As ever, it's so easy for people to get caught up in their own little world. But annually is plenty of the time. We probably suggest that this
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