Personal Investments • Re Balancing

Is there any data looking at lets say the last 50 year, rebalancing vs not on 100 stock index to a 80/20 , 60/40 etc?

Because stocks have outperformed bonds in the long term, a strategy of only buying stocks and never buying bonds would have outperformed a less risky/aggressive portfolio. Rebalancing is about bringing your portfolio into alignment with your risk tolerance; it isn't meant to improve returns.

Statistics: Posted by Doctor Rhythm — Fri Dec 27, 2024 2:16 pm — Replies 7 — Views 315

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