cover of episode Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them

2021/2/16
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Stay Wealthy Retirement Podcast

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The episode introduces the five major pitfalls in portfolio rebalancing that could potentially negate its benefits, emphasizing the importance of avoiding these mistakes to maintain and enhance investment returns.

Shownotes Transcript

Today I’m wrapping up our mini-series on Portfolio Rebalancing.

Specifically, I'm sharing the 5 biggest pitfalls to watch out for.

Why?

Because making just one of these mistakes could wipe away the benefits of rebalancing entirely.

So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them.