Investing Basics - Portfolio Rebalancing

Marty Mazorra explains the advantages to periodic portfolio rebalancing...

Comments

1. great vid, thank you
2. Marty, your thoughts on China Auto Logistic INC (CALI). After the election it skyrocketed (nearly doubled in value), will it maintain this growth due to the reelection of Obama?
3. @fosterdanfoster Typically every six months... You'd simply pick the start date and work from there... I.e., if you rebalance now, you'd do it again in May... Some suggest quarterly, others annually...
4. when should you rebalance your portfolio?
5. all investors should know how to do this.
6. It means, you'll be buying when stocks are falling and selling when they rise... Whether "everything will be ok?", in the context of your portfolio, is most dependant on your time horizon... I.e., only buy stocks with your long-term money...
7. Does it mean if we have a plan like this, everything will be ok?
8. this will really help. It is very important to do portfolio rebalancing to keep your investment program on track.
9. this is a very informative video.