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Do you rebalance your retirement portfolio?
Posted on 1/3/13 at 5:15 pm
Posted on 1/3/13 at 5:15 pm
If so, can you explain a real, and not just theoretical benefit to doing so?
I don't really see one, and it seems that mine just sort of works itself out okay as it moves along over time.
I don't really see one, and it seems that mine just sort of works itself out okay as it moves along over time.
2
Posted on 1/3/13 at 5:35 pm to Y.A. Tittle
I rebalanced a few weeks ago, b.c company's stock had been performing really well and I thought it was too high a percentage of my overall net worth.
its about keeping diversification, and helps you sell high and take some gains.
its about keeping diversification, and helps you sell high and take some gains.
Posted on 1/3/13 at 6:01 pm to Y.A. Tittle
quote:I'm sure you know this.
If so, can you explain a real, and not just theoretical benefit to doing so?
Sectors rarely remain as top-performers or bottom-dwellers year-to-year. Consider 2008 vs 2009 below. Holding equal allocations of EMB/Treas/HighYld/MBS through 2008 would result in Treas/MBS overweight and HighYld/EMB underweight. The following year the sectors flipped. A nonrebalanced portfolio would underperform one adjusted to re-equalize positions.
From 2009-2010 not so much. More often than not though, rebalancing will take advantage of various sectors tendency to fluctuate.
This post was edited on 1/3/13 at 6:03 pm
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