Last year I was given an article which reached this conclusion:
So is rebalancing necessary? Even though the media and Vanguard may have you think so, when you look at the evidence – even after a topsy-turvy stretch as 2008-2010 – there is little benefit when you think about risk.
It is unusual to see an article challenging the benefits gained from rebalancing. Here are a few of the articles on how regular rebalancing boosts returns and maximizes the long-term success of your retirement planning:
- Rebalance Accounts Regularly
- Portfolio Rebalancing Boosts Returns
- Regular Adjustments Maximize Retirement Success
- How to Maximize