Year: 2009

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…

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…

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…