Comments on: Rebalance Your Investment Portfolio and Asset Allocation Every Year

By: American Express Gold Card

American Express Gold Card — Mon, 29 Mar 2010 15:04:30 +0000

this subject does not seems familiar to all but all should understand the importance

By: Daddy Paul

Daddy Paul — Fri, 05 Mar 2010 03:29:38 +0000

Good read on a hard subject I was trying to write about.
This seems like a lot of work but I ran a spreadsheet on it and the most profitable time to rebalance is after the NASDAQ has moved 15 percent from the last time you rebalanced. This is only in a tax privileged account. In a 75/25 portfolio the difference was between 10 and 50 percent over a static portfolio for any 10 year period I studied.
Since I am a market timer I only rebalance in my wife’s account and yes I do that when the market has made a nice move up and when it has made a significant move down.

By: Credit Card Cashback Offers | UtilityCashBackCard.info | Credit Cards Finance Wisdom

Thu, 04 Mar 2010 08:00:55 +0000

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