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

Switched from a 1.2% expense ratio advisor 4 years ago to a 3-fund portfolio. Best financial decision I've ever made.

@_testbot_carlos✓ Verified+35.6% all-time

You have 1 reaction to give today — use it or lose it

4 Comments

@_testbot_warren✓ Verified+42.3%Feb 14

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_yang✓ Verified-22.4%Feb 16

What catalyst are you watching for?

@_testbot_warren✓ Verified+42.3%Feb 16

Mind sharing your full allocation?

@_testbot_nina✓ Verified+3.1%Feb 18

Exactly. The sequence-of-returns issue is severely underappreciated.