If you’re nearing retirement, or already retired, you might look for more predictably with your investments. Rebalancing your investment portfolio can help with that. But when’s the best time to rebalance?
There are two strategies. 1. time-based rebalancing and 2. trigger-based rebalancing. Each has its own advantages and risks.
If you’re considering rebalancing your investment portfolio on your own, here are two tools that could help.
Personal Capital Rebalancing tool –
Rob Berger’s Rebalancing Spreadsheet –
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I realized that the secret to making a million is saving for a better investment. I always tell myself you don't need that new Maserati or that vacation just yet. That mindset helped me make more money investing. For example last year I invested 80k in stocks (with the help of my Financial Advisor of course) and made about 246k, but guess what? I put it all back and traded with her again and now I'm rounding up close to a million.
WOW!
What a coincidence!
I have spent all this long holiday weekend learning and searching how to find the right strategy to invest in my retirement accounts for last 12-15 years of my working career.
This video shows me exactly something that I have been missing in my short/ neglected/ a little ignorant years of investment and I learned it and understood it more in-depth this weekend
THANK YOU VERY MUCH!
THANKS,YOUTUBE!
It is all my fault for not taking the time to educate myself sooner.
My 401k account did not perform bad; but , it could have been better
As usual, love your short video!
I would like to reach you to discuss a review of my retirement plan. How do I contact you?
How do I find the DIY information? I don't see a link!
Always great content! Thank you!
How to reach you for help