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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:
ππΌ what is rebalancing and how does it work?
ππ½ should you double down on winners or rebalance?
ππΎ asset allocation is the #1 driver of risk and return for long term investors
ππΏ how to rebalance to your portfolio
ππ» key benefits of rebalancing
π frequency and timing
ππΌ does rebalancing impact performance?
ππ½ 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
Have a question or topic for the show? Post it in our Facebook group.
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.
Hosted on Acast. See acast.com/privacy for more information.
By Vince Scully5
55 ratings
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:
ππΌ what is rebalancing and how does it work?
ππ½ should you double down on winners or rebalance?
ππΎ asset allocation is the #1 driver of risk and return for long term investors
ππΏ how to rebalance to your portfolio
ππ» key benefits of rebalancing
π frequency and timing
ππΌ does rebalancing impact performance?
ππ½ 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
Have a question or topic for the show? Post it in our Facebook group.
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.
Hosted on Acast. See acast.com/privacy for more information.

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