Comments on: How to set and rebalance your asset allocation efficiently (HYW084 – REPLAY) https://hackyourwealth.com/asset-allocation-rebalance-portfolio-replay Wealth building hacks for lawyers & engineers Tue, 28 Dec 2021 05:22:22 +0000 hourly 1 https://wordpress.org/?v=5.9.10 By: Andrew C. https://hackyourwealth.com/asset-allocation-rebalance-portfolio-replay#comment-75165 Tue, 28 Dec 2021 05:22:22 +0000 https://hackyourwealth.com/?p=6657#comment-75165 In reply to Andrew C..

From Kevin: “Bengen discusses this in the recent Long View podcast 140 at the 25:25 point of a 40 minute interview. He believes too frequent rebalancing, including annually, will reduce returns and subsequent safe withdrawal rates. He recommended every 4-5 years based on his analysis.”

]]> By: Andrew C. https://hackyourwealth.com/asset-allocation-rebalance-portfolio-replay#comment-75161 Tue, 28 Dec 2021 04:47:27 +0000 https://hackyourwealth.com/?p=6657#comment-75161 In reply to Kevin K.

Interesting. Is there a link you could share/post here?

]]> By: Kevin K https://hackyourwealth.com/asset-allocation-rebalance-portfolio-replay#comment-75159 Tue, 28 Dec 2021 03:29:52 +0000 https://hackyourwealth.com/?p=6657#comment-75159 Andrew, I heard Bill Bengen did some recent research where he learned that rebalancing is most favorable every 4-5 years. I think this is because historically market gains are typically multi year gains. From an asset growth standpoint he is willing to let his winners run, up to a point.

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