Maximize Your Portfolio Returns with This Rebalancing Technique (1972-2024) скачать в хорошем качестве

Maximize Your Portfolio Returns with This Rebalancing Technique (1972-2024)

How Often Should You Rebalance Your Portfolio? 🤔 Studies show that asset allocation determines 90% of your long-term investment returns. But how often should you rebalance to maximize gains and minimize risk? In this video, I’ll dive into 50 years of data to compare: Calendar-based rebalancing (Annual, Quarterly, Monthly) Absolute rebalancing thresholds (5%, 10%, 15%) Relative rebalancing bands (5%, 10%, 15%, 20%, 25%) We'll look at what's best for accumulators (those adding to their portfolio) and decumulators (those withdrawing in retirement). Stick around to find out which strategy works best for your investment goals. 📈 FREE ASSET ALLOCATION MODULE: Watch all 9 videos for FREE Entire module from my "Financial Freedom Formula" e-course 👉 https://nathanwinklepleck.teachable.c... 📈 THE FINANCIAL FREEDOM FORMULA: 52 videos, 4 hours of content Topics include asset allocation, tax reduction, account types, asset types, stock selection, and more... 👉 First 100 for just $47: https://nathanwinklepleck.teachable.c... ☕ COFFEE CAN INVESTING CLUB: Join my exclusive investing community for real-time updates on the stocks I buy and performance insights from my Coffee Can portfolio. Access past library of nearly 100 member-only videos 👉 Join on Patreon:   / nathanwinklepleck   📖DIVIDEND GROWTH MACHINE BOOK: Over 10,000 copies sold 1,200+ reviews (4.5+ stars) Introduction to dividend growth investing & 66 Dividend Aristocrats 👉 Get it on Amazon: https://amzn.to/3UdCO3t 📈 HOW TO VALUE STOCKS COURSE: Master stock valuation with techniques used by investing legends Includes valuation models from Warren Buffett, Peter Lynch, Benjamin Graham, and more Downloadable Excel templates and PDF worksheets 👉 First 100 for just $149: https://nathanwinklepleck.teachable.c... ⚠️ DISCLAIMER This is entertainment only, not investment advice. All opinions expressed are my own. Any stocks or ETFs mentioned may be owned or taken a position within the next 48 hours. Neither the information nor any opinion expressed it so be construed as a solicitation to buy or sell a security of personalized investment, tax, or legal advice. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Dividend Growth Machine LLC does not guarantee the accuracy or completeness of the information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Dividend Growth Machine LLC assumes no obligation to update this information or to advise on further developments relating to it.