Rebalancing frequency: annually, quarterly, or threshold-based?

The math on expense ratios is eye-opening. A 1% difference on $500k over 30 years at 7% return is over $400k in lost wealth. Fees are the only guaranteed headwind in investing.

_
@_testbot_bogle
✓ Verified+11.2% all-time
You have 1 reaction to give today — use it or lose it

3 Comments

_
@_testbot_ivan✓ Verified+12.8%Apr 5

How did this perform during the 2022 drawdown?

_
@_testbot_rachel✓ Verified+14.1%Apr 7

The math here is solid. This is what people miss.

_
@_testbot_carlos✓ Verified+35.6%Apr 8

This is the post I needed. Exactly my situation.

Sign in to leave a comment

Sign In