2574: What Is Portfolio Rebalancing? (And How To Do It) by Sarah Sharkey with The College Investor on Asset Allocation

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Self-improvement, Education, Business, Investing

4.5 • 1.3K Ratings

🗓️ 3 January 2024

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2574: Sarah Sharkey's article with TheCollegeInvestor.com demystifies portfolio rebalancing, a crucial yet often overlooked aspect of investing. She illustrates how rebalancing maintains alignment with your financial goals and risk tolerance, despite market fluctuations. Read along with the original article(s) here: https://thecollegeinvestor.com/37290/what-is-portfolio-rebalancing/ Quotes to ponder: "Portfolio rebalancing is the act of reorganizing your asset allocation as your portfolio grows." "Rebalancing is an important component of building an investing strategy that is successful in the long term." "If you never rebalance your portfolio, you may be steering into uncharted territory as if you were a driver that decided to throw out the map while on a cross-country road trip." Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by Oracle. AI may be important, but it needs a lot of processing speed, and that gets expensive fast.
0:08.0	Upgrade to the next generation of the AI needs. Do more and spend less like Uber 8 by 8 and Data
0:24.8	Brakes Mosaic. Take a free test drive at
0:27.5	Oracle.com slash enhance.
0:30.6	This is optimal finance daily episode 2574.
0:34.0	What is portfolio rebalancing and how to do it?
0:38.0	By Sarah Sharkey with the College Investor.com
0:41.0	and I'm your host and personal finance enthusiast Diana Merriam.
0:45.0	Let's jump right into our next post and start optimizing your life.
0:50.0	What is portfolio rebalancing and how to do it?
0:57.0	By Sarah Shurkey with the College Investor.com.
1:01.0	If you're a savvy investor, you may have taken the time up front to determine the appropriate asset
1:07.4	allocation for your portfolio based on your risk tolerance and financial
1:11.5	goals but portfolio rebalancing is a critical part of
1:15.6	maintaining an investment mix that aligns with your values. If you're wondering what
1:21.0	portfolio rebalancing is and why it matters, you aren't alone.
1:25.2	Many investors overlook this component of building an investment portfolio that serves
1:29.8	their interests for the long term. Let's take a closer look at what it means to
1:34.3	rebalance a portfolio and how it can impact your risk and returns. What is
1:40.0	portfolio rebalancing? When you first hear the term portfolio rebalancing, you may conjure
1:46.5	up an image of an intricate financial balancing act, and that assumption is not too far from reality.
1:53.0	Portfolio rebalancing is the act of reorganizing your asset allocation as your portfolio grows.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Optimal Living Daily LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Optimal Living Daily LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.