When markets knock your portfolio out of shape, should you rebalance? This video dives into when rebalancing helps—and when it can backfire. I was surprised by how dramatically the impact of rebalancing changes depending on your stage in the investment lifecycle. Let’s see if it surprises you too.
Timestamps
00:00 Introduction
00:26 Why Rebalance?
01:58 The Case For Rebalancing
07:25 Two Approaches
12:48 When Rebalancing Hurts
14:26 The Retirement Surprise