How, When, and Why Should You Rebalance Your Investment Portfolio?
Why bother rebalancing your investment portfolio and what is the best method for doing so.
Topics covered include:
Thanks to Felix Gray glasses and Mint Mobile for sponsoring the episode.
Show Notes
Long-Horizon Stock Returns Are Positively Skewed by Adam Farago and Erik Hjalmarsson
Positively Skewed Distribution—Corporate Finance Institute
Prospect Theory and Stock Market Anomalies by Nicholas Barberis, Lawrence J. Jin, and Baolian Wang
Strategic Rebalancing by Sandy Rattray, Nicolas Granger, Campbell R. Harvey, and Otto Van Hemert
Portfolio Rebalancing: Tradeoffs and Decisions by Xing Hong and Philipp Meyer-Brauns
Diversification Returns, Rebalancing Returns and Volatility Pumping by Keith Cuthbertson, Simon Hayley, Nick Motson, and Dirk Nitzsche
Getting back on track: A guide to smart rebalancing by Jenna L. McNamee, Thomas Paradise, and Maria A. Bruno—Vanguard
Safe Haven: Investing for Financial Storms by Mark Spitznagel
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