Tags » Rebalancing

Rebalancing Act

Jane/Susannah/Sadie here, wondering where the summer has gone…

Financial advisors often tell us to be sure to rebalance our investment portfolios at least once a year, or whenever we have a major life change, to make sure we keep an appropriate mix of investments for whatever our life goals are. 360 more words

Jane's Posts

How to Choose the Rebalancing Plan that is Right for You

A disciplined rebalancing plan can help you increase your portfolio returns.

A disciplined rebalancing plan can help you decrease your portfolio variance.

That is an extremely rare combination. 524 more words

How To

Periodic Rebalancing – An Example

Last Thursday we outlined a process called periodic rebalancing.

Today we will work through the process using a hypothetical example.

Our hypothetical investor, Jane, picked a 12-month rebalancing period.  390 more words

How To

How to Rebalance Your Portfolio (Method 2 – Periodic Rebalancing)

Any investor can (and should) implement periodic rebalancing.

That includes investors who use frequent rebalancing.

Regardless of how frequently (or infrequently) you make withdrawals or deposits, periodic rebalancing will work for you. 470 more words

How To

Frequent Rebalancing – An Example

Last Thursday we outlined a process called frequent rebalancing.

Today we will work through the process using a hypothetical example.

Our hypothetical investor, John, has a $9600 investment portfolio with the following target asset allocations: 386 more words

How To

How to Rebalance Your Portfolio (Method 1 – Frequent Rebalancing)

Investors who make frequent withdrawals or deposits can use the method we call “frequent rebalancing.”

This method involves the following three steps when a deposit is made: 508 more words

How To