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Portfolio Rebalancing Strategies: How and When to Rebalance Your Portfolio

Portfolio Rebalancing Strategies: How and When to Rebalance Your Portfolio 1

Most investors use asset allocation as a core investing strategy. This means investing a specific amount in each investment, which could be viewed as slices in a pie. At the high level, these pies are different asset classes like equities, fixed income, real estate, commodities, and cash. Within each pie, an investor also decides a … Read morePortfolio Rebalancing Strategies: How and When to Rebalance Your Portfolio

How to Start Investing in Stocks for Beginners

How to Start Investing in Stocks for Beginners 6

Neither one of my parents know how to invest in the stock market, and it wasn’t a part of my formal education. I had to learn how to invest on my own by trials and errors — so I know how intimidating it is for people who are new to investing. Where do I start? … Read moreHow to Start Investing in Stocks for Beginners

How Much of Your Portfolio Should Be in International Stocks?

How Much of Your Portfolio Should Be in International Stocks? 12

If you are new to investing and asset allocation, you might see some recommendations to invest in International Stocks, but every person you asks seem to give you a different answer about what percentage of your portfolio should be in international stocks, and why. Personally, I have been in the 30% range for a long … Read moreHow Much of Your Portfolio Should Be in International Stocks?

Asset Allocation, Diversification, and Rebalancing

Asset Allocation, Diversification, and Rebalancing 14

Asset allocation is an investing strategy for maximizing your returns while minimizing the overall risk of your investment portfolio. It involves diversifying your investments among the major asset classes, such as equities, fixed income, real estate, commodities, and cash. Different asset classes have different levels of correlation, i.e., some will go up or down more … Read moreAsset Allocation, Diversification, and Rebalancing