Does Rebalancing Boost Returns?
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 [...]
How to Lower Your Rebalancing Costs
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 [...]
How Often Should You Rebalance?
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 [...]
Why Rebalance Your Portfolio?
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 [...]
The U Portfolio
I recently received the following article from an investment advisor in western Canada. It contains a proven strategy for achieving outstanding returns, and the advisor has agreed to share it with rea [...]
Under the Hood: Vanguard Total International Stock (VXUS)
This post is part of a series called Under the Hood, where l take a detailed look at specific ETFs or index funds. The fund: Vanguard Total International Stock ETF (Nasdaq: VXUS) The index: The ETF tr [...]
Debunking Dividend Myths: Part 6
This post is the sixth (and last) in a series exploring the myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused st [...]
Debunking Dividend Myths: Part 5
This post is the fifth in a series exploring the myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy may [...]
Debunking Dividend Myths: Part 4
This post is the fourth in a series exploring the myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy may [...]
Debunking Dividend Myths: Part 3
This post is the third in a series exploring the myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy may [...]
