- 01
Why Rebalance at All
A portfolio you set once and never touch quietly turns into whatever ran fastest. Watch a decade of drift, on one chart.
- 02
Calendar vs Threshold (5% / 25%)
Two sliders, one consensus rule. Calibrate cadence and threshold by hand, then see what the textbook says.
- 03
Rebalancing in a Crash
After a 50% equity drawdown, your bond sleeve is overweight and your stock sleeve is underweight. Now you have to buy stocks. On purpose.
- 04
New Money vs Selling
If you are still adding to the portfolio every month, you can rebalance without selling anything. Often.
- 05
Your One-Page Rebalancing Rulebook
Pick four answers. Get a signed rulebook you can screenshot and tape to a fridge.
Capstone
Key terms
Plain-English definitions for every concept in this stage.