Lesson 4: Annual is plenty. Quarterly is overkill. Never is dangerous.
Why bother rebalancing at all?
Go with your gut.
You sell winners and buy laggards to get back to your target mix. What's that mainly for?
Rebalancing — When and How
Lesson 4: Annual is plenty. Quarterly is overkill. Never is dangerous.
Go with your gut.
You sell winners and buy laggards to get back to your target mix. What's that mainly for?