Retirement Portfolio Rebalancing: How and When to Rebalance Your Investments Including Your 401K

This video explores the reasons to rebalance investment portfolios and the different methods for doing so.
We consider monthly, quarterly, or annual rebalancing as well as using threshold ranges.

0:00 Start
0:20 What is portfolio rebalancing?
1:13 Why rebalance an investment portfolio?
1:25 What is positive skewness and volatility drag?
3:02 An example of what happens when a portfolio isn't rebalanced
3:59 What are the costs to rebalancing?
5:14 What are the different rebalancing methods?
5:43 Which rebalancing method is best and generates the highest return?
6:10 Two academic studies on rebalancing
7:40 Which rebalancing strategy should you use?

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Видео Retirement Portfolio Rebalancing: How and When to Rebalance Your Investments Including Your 401K канала Money For the Rest of Us