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    How to Rebalance Your Portfolio: Simple and Effective Ways to Protect Your Nest Egg: Thinking About Investing, #5
    How to Rebalance Your Portfolio: Simple and Effective Ways to Protect Your Nest Egg: Thinking About Investing, #5
    How to Rebalance Your Portfolio: Simple and Effective Ways to Protect Your Nest Egg: Thinking About Investing, #5
    Ebook25 pages10 minutes

    How to Rebalance Your Portfolio: Simple and Effective Ways to Protect Your Nest Egg: Thinking About Investing, #5

    By Mel Clark

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    About this ebook

    How to Rebalance Your Portfolio: Simple and Effective Ways to Protect Your Nest Egg is a short focused book. It teaches you what rebalancing is, why you should do it, and how.

    LanguageEnglish
    PublisherClear Thinking LLC
    Release dateSep 17, 2018
    ISBN9781386694168
    How to Rebalance Your Portfolio: Simple and Effective Ways to Protect Your Nest Egg: Thinking About Investing, #5
    Author

    Mel Clark

    Mel Clark writes about personal finance, retirement planning, and martial arts. His blue-collar union family parents raised him and his two sisters in a wonderful environment for children. However, the family was always in debt, always making payments, and never saving. As a result, Mel feels called to share hard-won money lessons with working folks. He wants them to understand they can benefit from saving and investing. They don’t have to be rich to achieve financial independence. He and his lovely wife Linda live near Virginia’s Blue Ridge Parkway. They enjoy ballroom dancing, the occasional camping trip and a silly game called Bananagrams. Mel is graduate of the United States Military Academy at West Point and the Darden School of Business at the University of Virginia.

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      Book preview

      How to Rebalance Your Portfolio - Mel Clark

      How to Rebalance Your Portfolio

      Simple and Effective Ways to Protect Your Nest Egg

      By Mel Clark, 2017

      Mel Clark ©2017

      Introduction

      I’m a self-taught investor. I’ve learned from books (print, digital, and audio), podcasts and newsletters. I’ve experimented with various techniques and strategies. A few worked for me. More didn’t. Short-term trading isn’t my forte.

      Today, part of my money generates income. Another part is in medium and long-term speculations. But the bulk of my money is in Asset Allocation Portfolios

      Definition of an Asset Allocation Portfolio

      An Asset Allocation Portfolio is a grouping of predetermined uncorrelated investments (assets). The relative amounts invested (position sizes) in each asset are also predetermined.

      A set of rules control trading between the various assets (rebalancing). The rules that can be simple or very complex.

      What is Asset Allocation? describes methods of choosing appropriate assets and position sizing in Asset Allocation Portfolios. What is Portfolio Rebalancing? deals with the rules for trading the assets in the Asset Allocation Portfolio.

      Not for Traders or Stock Pickers

      Asset Allocation and Rebalancing is all about the whole portfolio. It’s not about picking winners, predicting trends, or short-term profits.

      Rebalancing has nothing in common with day trading, momentum trading, stock picking, or even value investing.

      Why? Portfolios move away from their allocation models

      Things go up and things go down. In an Asset Allocation Portfolio, the assets can go in opposite directions. They can also go in the same direction at different

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