Do I really need to rebalance my portfolio?
Being a hands-off investor is fine, but everyone needs to rebalance occasionally—not to boost returns, but to manage risk [MoneySense]
Being a hands-off investor is fine, but everyone needs to rebalance occasionally—not to boost returns, but to manage risk [MoneySense]
Can you boost returns by rebalancing your portfolio more often? Turns out the opposite may be true [MoneySense]
It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But as any experienced investor knows, your asset allocation changes over time as markets move in different [...]
New ETFs from Vanguard rebalance themselves, but investors need to track their entire portfolio mix [MoneySense]
In my last post I argued that Canadians should avoid currency hedging in their equity portfolios. Not only does exposure to the US dollar and other foreign currencies add a layer of diversification, b [...]
With stocks continuing to enjoy a roaring bull market, rebalancing is on the minds of many investors—or at least it should be. Disciplined investing starts with choosing long-term targets for the asse [...]
Rebalancing your portfolio has two potential benefits. The first is that it helps control risk by keeping your asset allocation more or less consistent. The other advantage—assuming you have the disci [...]
Last week I looked at why you should rebalance your portfolio, and considered the question of how often to do it. The frequency with which you rebalance often comes down to cost. If you’re using index [...]
In my previous post, I looked at the reasons why investors should occasionally rebalance their portfolios. When a portfolio contains both fixed-income and equities, rebalancing is mostly about risk ma [...]
An important part of the indexing strategy is that you occasionally rebalance your portfolio back to its target asset allocation. I get a lot of questions about rebalancing, so I felt it was time to p [...]