Author - Daniel Joss MBA, CFP®, RLP®

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An Example of How Rebalancing Can Boost Your Investment Performance

An Example of How Rebalancing Can Boost Your Investment Performance

We’ve all heard it; buy low, sell high.  It is the best way to make money in the markets.  That is, if you can do it.  The rebalancing discipline we use forces us to buy low and sell high, and by doing so, provides us the opportunity to benefit in two ways.  By periodically rebalancing your portfolio we reduce the risk of your portfolio and increase the returns of your portfolio over the long run.

The markets in 2008 and 2009 provide me with a great opportunity to illustrate.  I’ll use an example of a portfolio that is 50% bonds …

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