115 – How to rebalance a concentrated portfolio
If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show’s audience.
Twitter Handle: @TreyHenninger
YouTube Channel: DIY Investing
This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron.
Rebalancing a portfolio should be based on four key principles: Occam’s Razor, rank every position in your portfolio, price matters, and default to inactivity. Too often rebalancing makes a portfolio worse by taking action.
Investors should be wary of using set rebalancing rules based on time or set portfolio allocation percentages. Anytime you rebalance your portfolio while ignoring price and valuation, you may be making a mistake.
Liked it? Take a second to support DIY Investing on Patreon!
Federal Reserve Banks across the country collect anecdotes from contacts and hone in on concerns for Federal Reserve Beige Book...
(Bloomberg) — Morgan Stanley was fined $2 million by a Massachusetts regulator over stock sales by a First Republic executive...
The Universal Declaration of Human Rights was established just over 75 years ago by the United Nations. Constructed by people...
