Rebalancing an investment portfolio doesn't need to be difficult, and it can actually increase your returns over time. Specifically, one study shows that Opportunistic Rebalancing can improve your returns by as much as 0.50%.

In this video, we look at that study and walk through how Opportunistic Rebalancing works. I'll cover some things to consider as you construct your investment portfolio, and give you a free tool that makes rebalancing easier.

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Video Resources
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Opportunistic Rebalancing Paper: http://resource.fpanet.org/resource/0...
Investment Tracking Spreadsheet: https://robberger.com/investmenttrac...
Video:    • Free Investment Tracking Spreadsheet  

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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking): https://go.robberger.com/empower/yt
⛱ New Retirement: https://go.robberger.com/newretireme...
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1financebo...
OnTrajectory (Retirement Planner): https://robberger.com/go/ontrajectory...
Morningstar (Fund Research): https://go.robberger.com/morningstar/yt
Tiller (Budgeting): https://go.robberger.com/tiller/yt

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and DadThe Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.