5 Ways to Rebalance Your Portfolio (And a Free Rebalancing Tool)

What is the best approach to rebalancing? In this video, we'll look at a recent article that tested four different approaches. I'll share a fifth approach and share a free tool you can use to test the different approaches. I'll also share my approach to rebalancing.

Portfolio Rebalancing Article: https://go.ycharts.com/hubfs/What_is_the_Optimal_Portfolio_Rebalancing_Strategy_Guide.pdf
Video: https://www.youtube.com/watch?v=KBVAuL6NfpI
Alternative Rebalancing Approach: https://www.financialplanningassociation.org/sites/default/files/2020-05/9%20Opportunistic%20Rebalancing%20A%20New%20Paradigm%20for%20Wealth%20Managers.pdf
Portfolio Visualizer: https://www.youtube.com/@rob_berger
Investment Tracking Spreadsheet: https://robberger.com/investment-tracking-spreadsheet/

0:00 - Intro
1:00 - The Report
6:55 - Portfolio Visualizer
11:20 - Opportunistic Rebalancing
14:13 - What do I do?

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*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.