Ep 46: Rebalancing Your Portfolio: Why, How & Complexities to Overcome

Control risk? Buy low and sell high? Higher returns? Who doesn't all of these in their portfolio! And that's what portfolio rebalancing can do.

While rebalancing sounds simple in theory it quickly gets complex in practice. Hear Kevin describe rebalancing from the simple to complex and the emotional hurdles to overcome as well. Be sure you or your advisor is taking advantage of the high-probability benefits rebalancing is expected to add to your net investment returns when done right.

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Timestamps:

4:32 - What Is Rebalancing And Why Is It Important?

7:37 - Historical Data

9:47 - Problems With Rebalancing

16:43 - Examples Of Complications