Once you’ve committed to rebalancing your portfolio to maintain your chosen asset allocation, you need to decide when you’ll do the deed. As usual, I’m definitely not going to give you a precise plan on how often you should rebalance. I think there’s no perfect answer, and you need to decide for yourself. That said, [...]
May 2009
I have previously discussed why rebalancing your portfolio is a good idea. In short, by reducing or adding to your holdings in different asset classes, you can smooth your returns and keep risk within a level you can tolerate. How do you actually do it? Well, rebalancing is definitely an art more than a science. [...]
Most of the benefits of investing are obvious. Many would say they amount to zero – or rather all the zeros you hope to see at the end of your bank balance! More thoughtful souls ask what successful investing could translate into, whether it be the sports cars and fancy holidays you imagine as a [...]
Every week I read a large number of personal finance and investing articles. Here’s my latest weekly shortcut to the best. So how is the market rally going for you? Being almost 100% invested after repeatedly buying through the bear market, like anyone invested I’ve seen a big bounce. Not so much that it wouldn’t [...]