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Search results for rebalancing

Rebalancing: Periodically or Based on Allocation?

What's your method for rebalancing? Do you rebalance based on the calendar (annually, for instance)? Or do you do it based on your allocation? read more »
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Results of a Balanced Portfolio

For all the talk about the "failure of buy & hold," how did diversified, annually rebalanced portfolios actually do over the last decade? read more »
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Making Year End Adjustments to Your Investment Portfolio

Moves to make at year end to improve your investment selections. read more »
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Successful Trading is About More than Generating A Buy Signal..

The truth is that the initial purchase is the least important part of successful investing. Your return is determined by how well you manage the trad[...] read more »
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Hows Your Financial Fitness

William Bernstein argues that people need to train in order to improve their "financial fitness." By adopting a strategy of annual rebalancing, we can train ourselves to buy low and sell high. read more »
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When should you rebalance your portfolio?

There are several different strategies you can follow to keep your asset allocations on target read more »
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Factors that may influence how and when you rebalance

You've heard the theory, but what factors should you consider before deciding on a rebalancing plan? read more »
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Getting older? Admit it when you rebalance your portfolio

Nobody likes to think about their own mortality, but our ideal asset allocation may change as we get older. read more »
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Asset Allocation And The Benefits Of Rebalancing - Novel Investor

How your money is invested, its asset allocation and consistent rebalancing will be the most important decision you'll make as an investor. read more »
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How does rebalancing affect return?

In a portfolio of uncorrelated assets, periodic rebalancing tends to increase returns beyond the weighted-average return of the individual assets inv[...] read more »
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How often should you check your portfolio?

I think most people tend to check their portfolios far more frequently than is necessary or beneficial. What do you think? read more »
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8 Lazy ETF Portfolios

8 of my favorite "lazy portfolios," implemented via ETFs so that you can take advantage without having to change brokerage firms. read more »
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Finance Blog - Retirement: Rebalancing Your Portfolio

Rebalancing your portfolio is easy to understand but implementing it can be daunting. With changing market conditions, review and rebalancing are equ[...] read more »
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Asset Allocation | Investment Rebalancing and Allocation Models

Determining the appropriate asset allocation and rebalancing model for a financial goal is a complicated task. Asset Allocation and Rebalancing read more »
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