How Often Should You Rebalance Your Portfolio?

Studies show that asset allocation determines 90% of your longterm investment returns. But how often should you rebalance to maximize gains and minimize risk? In this video, I’ll dive into 50 years of data to compare:

Calendarbased rebalancing (Annual, Quarterly, Monthly)
Absolute rebalancing thresholds (5%, 10%, 15%)
Relative rebalancing bands (5%, 10%, 15%, 20%, 25%)

We'll look at what's best for accumulators (those adding to their portfolio) and decumulators (those withdrawing in retirement). Stick around to find out which strategy works best for your investment goals.

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⚠ DISCLAIMER
This is entertainment only, not investment advice. All opinions expressed are my own. Any stocks or ETFs mentioned may be owned or taken a position within the next 48 hours. Neither the information nor any opinion expressed it so be construed as a solicitation to buy or sell a security of personalized investment, tax, or legal advice. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Dividend Growth Machine LLC does not guarantee the accuracy or completeness of the information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Dividend Growth Machine LLC assumes no obligation to update this information or to advise on further developments relating to it.