Ep #218 – How to Rebalance Your Portfolio for 2024
- Ep #218 - How to Rebalance Your Portfolio for 2024 Grant Bledsoe 28:37
A Happy New Year to all our listeners! This week’s episode is all about your investment portfolio. Going into 2024, you can take this as an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into rebalancing your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more.
[03.40] Rebalancing – Starting the conversation, Grant explains why we need to care about rebalancing our investment portfolios.
[10.28] Personal priorities – Reassessing personal priorities and the importance of having a professional to guide you through them.
[15.00] Target bands – Grant explains the target band rebalancing.
[24.00] ETF – exchange-traded funds vs. mutual funds.
Resources
What’s the Optimal Rebalancing Strategy?
nasdaq.com/articles/white-paper%3A-whats-the-optimal-rebalancing-strategy-2021-08-02
See how tax-smart asset location can potentially help improve after-tax returns
https://www.fidelity.com/viewpoints/investing-ideas/asset-location-lower-taxes