Episode 181: Fun With Rebalancing Schemes And More Financial Services Industry Malfeasance

Jun 15, 2022

28:15

In this episode we answer emails from Brian, Grant and MyContactInfo. We discuss rebalancing mechanisms and rules for various kinds of portfolios and the big discount brokers.

Links:

Optimized Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)

Brian's Golden Butterfly with Annual Rebalancing: Backtest Portfolio Asset Class Allocation Brian #1 (portfoliovisualizer.com)

Brian's Golden Butterfly with Rebalancing Bands: Backtest Portfolio Asset Class Allocation Brian #2 (portfoliovisualizer.com)

A Rebalancing Band Improvement on Those Two: https://tinyurl.com/2p8rm2ws

Grant's Leveraged Portfolio with Monthly Data: https://tinyurl.com/58wakx33

Grant's Google Spreadsheet: https://docs.google.com/spreadsheets/d/1Bz8uwpSYkMSaBZjc7vaF7nL7i5B4dKl7XyKXj2D3HVU/edit?usp=sharing

MyContactInfo Vanguard Link: What sets us apart from other asset management firms (vanguard.com)

Article re Schwab re Intelligent Investor Funds: Schwab to Pay SEC $186M Over ‘No Hidden Fee’ Claims for Cash-Heavy Robo | ThinkAdvisor