2min chapter

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Colleen Jaconetti: Rebalancing Your Portfolio

Bogleheads® Live

CHAPTER

How to Rebalance a Life Strategy Fund

Time rebalancing is the most efficient way to maintain a risk of return characteristics. For investors who are in higher tax brackets, it would be definitely preferred to hold a life strategy fund in a tax advantage account. If you have sufficient assets, you could break up those allocations and not hold a life Strategy Fund at all.

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