Comments on: Rebalancing as a Key Portfolio Tactic http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/ One Guy's Journey to Passive Income Through Dividend Investing Fri, 19 Mar 2010 19:22:44 -0600 http://wordpress.org/?v=2.9.2 hourly 1 By: Top 100 Investment Lessons I Have Learned – Part 2 | The Dividend Guy Blog http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/comment-page-1/#comment-55230 Top 100 Investment Lessons I Have Learned – Part 2 | The Dividend Guy Blog Wed, 18 Nov 2009 11:01:31 +0000 http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/#comment-55230 [...] Rebalancing your portfolio is important to keep true to your asset [...] [...] Rebalancing your portfolio is important to keep true to your asset [...]

]]> By: The Dividend Guy 2008 Year In Review | The Dividend Guy Blog http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/comment-page-1/#comment-53956 The Dividend Guy 2008 Year In Review | The Dividend Guy Blog Sat, 03 Jan 2009 11:02:44 +0000 http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/#comment-53956 [...] Rebalancing as a Key Portfolio Tactic [...] [...] Rebalancing as a Key Portfolio Tactic [...]

]]> By: www.investnut.com http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/comment-page-1/#comment-50965 www.investnut.com Mon, 10 Nov 2008 18:52:17 +0000 http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/#comment-50965 <strong>www.investnut.com...</strong> Of course, the third resource I use to get investment data for analysis is from other freely available websites. I would actually prefer to use these free resources, however the fact that not one website contains all the data I need makes it difficult.... http://www.investnut.com...

Of course, the third resource I use to get investment data for analysis is from other freely available websites. I would actually prefer to use these free resources, however the fact that not one website contains all the data I need makes it difficult….

]]> By: 20 yield on investments http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/comment-page-1/#comment-41832 20 yield on investments Mon, 23 Jun 2008 01:42:49 +0000 http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/#comment-41832 [...] portfolio, I have strived to ensure that I have a well-researched and sound asset allocation. Withhttp://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/Your Money: Explore the different phases of money in the stock market Tri-State NeighborBy Michael [...] [...] portfolio, I have strived to ensure that I have a well-researched and sound asset allocation. Withhttp://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/Your Money: Explore the different phases of money in the stock market Tri-State NeighborBy Michael [...]

]]> By: Lowell Herr http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/comment-page-1/#comment-41520 Lowell Herr Sun, 15 Jun 2008 18:46:37 +0000 http://www.thedividendguyblog.com/rebalancing-as-a-key-portfolio-tactic/#comment-41520 I rebalance when the targets are out of balance by +/- 35%. Using data from eight asset classes dating from 1989 - 2007, 35% is the optimum rebalancing point, assuming one does it once a year. In reality, I've found that one can keep a portfolio in balance by taking dividends and reinvesting them in the asset classes that are below target. This has been working for a portfolio that was set up nearly eight years ago. Physlab I rebalance when the targets are out of balance by +/- 35%. Using data from eight asset classes dating from 1989 – 2007, 35% is the optimum rebalancing point, assuming one does it once a year.

In reality, I’ve found that one can keep a portfolio in balance by taking dividends and reinvesting them in the asset classes that are below target. This has been working for a portfolio that was set up nearly eight years ago.

Physlab

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