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RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)

The Rob Berger Show

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How to Rebalance Your Portfolio to Increase Returns

I don't follow the bucket strategy. I rebalance based on percentages and we'll come to that in a minute. But I want that fixed income to help me as I spend money in retirement. Now, having said that, there are some that have argued even in retirement. You should let your portfolio drift and have it become riskier over time. That's a topic for another video, but I can tell you Michael Kitzis and Dr. Wade Fowl have both proposed that option. It's just not one that I have at least so far embraced.

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