In this episode we answer emails from Brian, Grant and MyContactInfo.  We discuss rebalancing mechanisms and rules for various kinds of portfolios and the big discount brokers.

Links:

Optimized Rebalancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)

Brian's Golden Butterfly with Annual Rebalancing:  Backtest Portfolio Asset Class Allocation Brian #1  (portfoliovisualizer.com)

Brian's Golden Butterfly with Rebalancing Bands:  Backtest Portfolio Asset Class Allocation Brian #2  (portfoliovisualizer.com)

A Rebalancing Band Improvement on Those Two:  https://tinyurl.com/2p8rm2ws

Grant's Leveraged Portfolio with Monthly Data:   https://tinyurl.com/58wakx33

Grant's Google Spreadsheet:  https://docs.google.com/spreadsheets/d/1Bz8uwpSYkMSaBZjc7vaF7nL7i5B4dKl7XyKXj2D3HVU/edit?usp=sharing

MyContactInfo Vanguard Link:  What sets us apart from other asset management firms (vanguard.com)

Article re Schwab re Intelligent Investor Funds:  Schwab to Pay SEC $186M Over ‘No Hidden Fee’ Claims for Cash-Heavy Robo | ThinkAdvisor

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