How Often Should You Rebalance Your Portfolio?

How Often Should You Rebalance Your Portfolio?

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

[garysimpson]

Excellent commentary from both viewpoints. I'm a believer in adjusting where new money is allocated vs selling to rebalance.

[h]

Using savings to rebalance works well. Occasionally an active rebalancing is necessary. I had to do one of those recently, but it's the first time I've had to in years.

[habbadabbado]

Brian approach makes investing more risk adverse. Both answers are correct! Brian is textbook 30 years ago, although I’m with Bo.

[saurabh.kulkarni]

Instead of rebalancing can we just put next few months investments in the asset class that has lesser allocation than desired and just that way adjust the asset allocation?

[ddellwo]

Well, a couple of years back I moved everything in my 401(k) to a target date fund to dial back some of my risk during my glide path to retirement, so rebalancing my portfolio is now an automatic process…….😐

[anniealexander]

I got lucky and sold a couple near all time highs. But I have some in the toilet.

I'm saving cash. It's just a gut feeling. Every time I think I've missed the boat, it drops back down.

[charleshughes]

Rebalance …” money guys” say it is ok to rebalance “ new additions to investments “ ( will spend differently in retirement t

[madguitarist]

I already knew what was going to be said, but so much negative in the world, i needed some positivity and The Money Guy show brings that to finances of all things 😂

Rock on MG team 🤘

[toddliveringhouse]

You should use better terminology as 3 buckets has a more accepted meaning that is different than yours.