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Investing - Theory, News & General • How do you know when to rebalance your portfolio?

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People do it different ways. Some rebalance at certain times (like quarterly or yearly), others at % bands.

Personally I don't rebalance at all. Dividends and new investments go into the bucket that "needs more" when accumulating. Withdrawals come from the bucket that "needs less" in retirement.

Statistics: Posted by Tamalak — Fri Sep 12, 2025 12:00 pm — Replies 2 — Views 65



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