this is investing

808 rebalancing your portfolio vs riding winners: what actually works?


Listen Later

Should you rebalance your portfolio or are you watering the weeds and cutting the flowers as Peter Lynch would say? In this episode Vince Scully unpacks:


πŸ‘‰πŸΌ what is rebalancing and how does it work?

πŸ‘‰πŸ½ should you double down on winners or rebalance?

πŸ‘‰πŸΎ asset allocation is the #1 driver of risk and return for long term investors

πŸ‘‰πŸΏ how to rebalance to your portfolio

πŸ‘‰πŸ» key benefits of rebalancing

πŸ‘‰ frequency and timing

πŸ‘‰πŸΌ does rebalancing impact performance?

πŸ‘‰πŸ½ Vince's final thoughts


Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/


Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting


Learn to be a better investor with The Quick Start-Guide to Investing: Β https://www.moneypodcast.com.au/store


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To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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