Jack Bogle's Advice: Avoid Rebalancing Your Investment Portfolio, But Here's How to Do It if Necessary
Jack Bogle: "Never" Rebalance Your Investment Portfolio (and how to do it if you must) Join the newsletter: Resources Mentioned in the Video: Investment Tracking Spreadsheet: Opportunistic Rebalancing paper: Jack Bogle interview: 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 Tools & Resources 📚 My Book (of course): 📈 Personal Capital (Investment Tracking): description of video] 💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): 📊 Morningstar (Fund Research): 💵 Tiller (Budgeting): 🏆 Best Investment Tr...