Portfolio Rebalancing: Benefits and Best Practices

Portfolio Rebalancing: Benefits and Best Practices

What are the best practices for portfolio rebalancing and what are the benefits of rebalancing your portfolio of investments? Senior Financial Planner Jack Dugan, CFP® from Pure Financial Advisors explains.

Transcript:

Today’s topic is rebalancing your portfolio. And if we’re going to talk about rebalancing a portfolio, we’re assuming you have a balanced portfolio to start with. Well, what exactly … Read more

Jack DuganJack Dugan

Your Money, Your Wealth Hr. 2

Joe and Al discuss a recent MarketWatch article about 7 demands you should be making of your portfolio. Toward the end of the show, find out how to prepare for the worst financially so that you can bounce back quickly and enjoy the retirement lifestyle you worked your whole life for.


4:11 “You never really know how things are going … Read more

Your Money, Your Wealth Hr. 2

Joe and Al discuss a recent U.S. News article about 7 behavioral biases that can hurt your investments (loss aversion, confirmation bias, mental accounting, illusion of control bias, recency bias, hindsight bias and herd mentality). They also go over some of the top things you need to know about a market correction. How do you deal with a market downturn … Read more

Portfolio rebalancing strategies

Best Practices for Portfolio Rebalancing

Designing a portfolio that meets your needs can be a challenge. Not only do you need to select investments to meet your return objectives, but also manage how much risk you take. Also, you need to actually implement those decisions, select the most appropriate products or individual securities in accordance with your asset allocation, and purchase them in the most … Read more

Benefits of Rebalancing Your Portfolio



Many investors diligently save a portion of their income over extended periods of time. They also put a significant amount of effort into deciding which investments are appropriate for their needs. They potentially watch programs in the financial media, subscribe to publications, chat with their friends at the water cooler, and maybe even hire the services of a professional … Read more