I must confess I didn’t think much of portfolio rebalancing until I studied it more closely. And from my observations, this applies to a lot of people – even bankers.
2020 Asset Class Returns Review and 10 and 20 year perspective.
Winners rotated but Tech didn’t.
Developed Markets ex-US are pretty much only returning dividends.
European Investors – optically lower gains but overall wealthier.
The biggest Dumb Money forum counts 1.5 million members vs. 800k for the largest Wise Money Sub. Learn what Wise money can teach Wall Street
Investing is more about following sound principles than knowing all the details – simplify your portfolio with these asset allocation strategies to improve performance and time you need to dedicate to portfolio management. Here is how to clean up your portfolio from asset classes you don’t need
These are the 10 Rules they have learned
During the March Stock Market Crash pretty much all my family members and some of my friends asked me how to invest in stocks. Given the current market turmoil, there is an increasing appetite for buying stocks. This is what you need to know should another crash materialize (e.g. should the liquidity problems turn into solvency problems in the wider economy later this year)
Our rosy expectations set us up to be disappointed. Including, in investing. What the end of high 60 40 Portfolio Returns means and what you can do about it