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2574: What Is Portfolio Rebalancing? (And How To Do It) by Sarah Sharkey with The College Investor on Asset Allocation

Optimal Finance Daily

English - January 03, 2024 08:00 - 11 minutes - ★★★★ - 24 ratings
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 2574: 
Sarah Sharkey's article with TheCollegeInvestor.com demystifies portfolio rebalancing, a crucial yet often overlooked aspect of investing. She illustrates how rebalancing maintains alignment with your financial goals and risk tolerance, despite market fluctuations.
Read along with the original article(s) here: https://thecollegeinvestor.com/37290/what-is-portfolio-rebalancing/
Quotes to ponder:
"Portfolio rebalancing is the act of reorganizing your asset allocation as your portfolio grows."
"Rebalancing is an important component of building an investing strategy that is successful in the long term."
"If you never rebalance your portfolio, you may be steering into uncharted territory as if you were a driver that decided to throw out the map while on a cross-country road trip."
Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 2574: 

Sarah Sharkey's article with TheCollegeInvestor.com demystifies portfolio rebalancing, a crucial yet often overlooked aspect of investing. She illustrates how rebalancing maintains alignment with your financial goals and risk tolerance, despite market fluctuations.

Read along with the original article(s) here: https://thecollegeinvestor.com/37290/what-is-portfolio-rebalancing/

Quotes to ponder:

"Portfolio rebalancing is the act of reorganizing your asset allocation as your portfolio grows."

"Rebalancing is an important component of building an investing strategy that is successful in the long term."

"If you never rebalance your portfolio, you may be steering into uncharted territory as if you were a driver that decided to throw out the map while on a cross-country road trip."

Learn more about your ad choices. Visit megaphone.fm/adchoices