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Investing - Theory, News & General • Rick Ferri's comment about rebalancing being overrated

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How does rebalancing reduce risk (when going stock to bond?). Generally, Stocks have higher expected return than other assets. Hence there is a Lower return on bonds = lower chance of reaching your retirement number in the LONG term. In the short term, i understand that it reduces volatility, but a higher expected return is lower risk in acheiving one's end number for retirement.

I guess it depends on how you define risk. If risk = volatility, then yes bonds are lower risk. if risk = chance of having enough money to retire, than stocks are lower risk since they have a higher expected return.

Not sure why bonds are defined as low risk, rather they are low volatility and low return, but they hence have a higher risk of not being able to make enough money to retire.

There are exceptions - i think china has been flat for 15 years, and japan also had been down for decades.

Statistics: Posted by sambb — Thu Jul 04, 2024 8:48 am — Replies 39 — Views 6034



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