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RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)

RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)

FromThe Rob Berger Show


RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)

FromThe Rob Berger Show

ratings:
Length:
21 minutes
Released:
May 13, 2022
Format:
Podcast episode

Description

Jack Bogle: "Never" Rebalance Your Investment Portfolio (and how to do it if you must) Join the newsletter: https://robberger.com/newsletter/?utm...Resources Mentioned in the Video:Investment Tracking Spreadsheet: https://robberger.com/investment-trac...Opportunistic Rebalancing paper: http://resource.fpanet.org/resource/0...Jack Bogle interview: https://www.morningstar.com/articles/...Jack Bogle, the founder of Vanguard, argued that one should not rebalance their investment portfolio. He believed that doing so lowered long-term results. In this video we'll understand why he believed rebalancing was unnecessary, along with good reasons to rebalance a portfolio. I'll also cover how I use what's called Opportunistic Rebalancing in my investment portfolio.#rebalancing #investing #RobBerger
Released:
May 13, 2022
Format:
Podcast episode

Titles in the series (100)

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.