Hey guys. Today's podcast is all about how to Rebalance and Performance Monitor the Ray Dalio All-Weather Portfolio.
More specifically, we'll be going through the following:
- Making sense of what's shown in the fund platform
- How to review the performance of the portfolio
- The different options for rebalancing
> Regular
> One-off
- Calculating out how much to buy/sell to rebalance
- Step-by-step on how to rebalance in a fund platform
Link to previous podcast- How to Set-Up the Ray Dalio All-Weather Portfolio
https://rss.com/podcasts/themoneyparadox/65694/
Editable Table - Rebalance the Portfolio https://docs.google.com/…/1F4BdXUVJmO8BYFbBYJrOZ3Jw67…/edit…
Link to Interactive Investor Fund Platform
https://www.ii.co.uk/
Feel free to share your thoughts in the comments section below and let me know of any specific questions you'd like me to answer in future podcasts. I always love to hear how I can make the content even more valuable for you