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

Jack Bogle: "Never" Rebalance Your Investment Portfolio (and how to do it if you must) Join the newsletter: https://robberger.com/newsletter/?utm...

Resources Mentioned in the Video:

Investment Tracking Spreadsheet: https://robberger.com/investment-trac...
Opportunistic Rebalancing paper: http://resource.fpanet.org/resource/0...
Jack Bogle interview: https://www.morningstar.com/articles/...

Jack Bogle, the founder of Vanguard, argued that one should not rebalance their investment portfolio. He believed that doing so lowered long-term results. In this video we'll understand why he believed rebalancing was unnecessary, along with good reasons to rebalance a portfolio. I'll also cover how I use what's called Opportunistic Rebalancing in my investment portfolio.

#rebalancing #investing #RobBerger