When To Rebalance Your Portfolio

Описание: When markets knock your portfolio out of shape, should you rebalance? This video dives into when rebalancing helps—and when it can backfire. I was surprised by how dramatically the impact of rebalancing changes depending on your stage in the investment lifecycle. Let’s see if it surprises you too.

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Timestamps
00:00 Introduction
00:26 Why Rebalance?
01:58 The Case For Rebalancing
07:25 Two Approaches
12:48 When Rebalancing Hurts
14:26 The Retirement Surprise

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Take A Look At Some Of My Other Videos
📹 Investment For Beginners playlist    • Investing for Beginners  
📹 Investing For Retirement playlist    • Investing for Retirement  
📹Investing With Vanguard playlist    • Investing with Vanguard  
📹 Portfolio Building Blocks playlist    • Portfolio Building Blocks  

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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