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3.22 – How Often Should You Rebalance Your Portfolio?
How often should you rebalance your investment portfolio? Monthly, quarterly and annual rebalancing each have advantages, but timing alone doesn't determine when action is necessary. Discover how portfolio drift, tolerance thresholds, transaction costs and cash flows can help you establish a disciplined rebalancing strategy without unnecessary trading.
Compounding Investor
Oct 1528 min read
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