95 - Rebalancing

Published: Jan. 18, 2021, 9 a.m.

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Ken discusses the value of rebalancing your portfolio on a regular, fixed schedule. This device is not meant for \\u201cgaming\\u201d or timing the market, but rather to correct your risk/return parameters. If funds over or under perform, your holdings may no longer reflect your goals. For example, if your riskier holdings outperform projections, your portfolio is overweighted with riskier assets. Ken walks you through the timing and tactics of a rebalance \\u2013 including yearly cash injections or shuffling of holdings.

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