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Concerned about rebalancing your dividend portfolio each year? Not sure how to proceed? In this episode I show you conventional wisdom's take on rebalancing, and why that might not be the best option for you. As dividend investors we need to think differently about rebalancing our portfolios.
What I'll share with you in this episode:
- Why rebalancing ?
- Conventional wisdom's take on rebalancing
- Don't follow conventional wisdom
- How $39K investment in SJM returns $9.3K/yr in dividends
- How to re-balance your portfolio
Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.
4.2
3333 ratings
Concerned about rebalancing your dividend portfolio each year? Not sure how to proceed? In this episode I show you conventional wisdom's take on rebalancing, and why that might not be the best option for you. As dividend investors we need to think differently about rebalancing our portfolios.
What I'll share with you in this episode:
- Why rebalancing ?
- Conventional wisdom's take on rebalancing
- Don't follow conventional wisdom
- How $39K investment in SJM returns $9.3K/yr in dividends
- How to re-balance your portfolio
Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.
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