http://www.canadiancapitalist.com/bogle-on-rebalancing/ Helping you invest and prosper Sat, 11 Feb 2012 19:27:54 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.canadiancapitalist.com/bogle-on-rebalancing/#comment-200394 Did your portfolio break even? | Canadian Capitalist Thu, 17 Sep 2009 02:30:14 +0000 http://www.canadiancapitalist.com/2007/07/15/bogle-on-rebalancing#comment-200394 [...] which are, in aggregate, up roughly 20% from the previous peak in set August 2008 due to: (1) Rebalancing by selling some bonds and buying some stock (2) Reinvesting dividends, interest and income trust distributions and (3) Adding regular savings, [...] [...] which are, in aggregate, up roughly 20% from the previous peak in set August 2008 due to: (1) Rebalancing by selling some bonds and buying some stock (2) Reinvesting dividends, interest and income trust distributions and (3) Adding regular savings, [...]

]]> http://www.canadiancapitalist.com/bogle-on-rebalancing/#comment-56187 Canadian Capitalist Tue, 17 Jul 2007 03:21:47 +0000 http://www.canadiancapitalist.com/2007/07/15/bogle-on-rebalancing#comment-56187 Nabloid: Good point. Equities will grow to a larger share of the portfolio because its long-term returns are expected to be greater than bonds. Part of the outperformance can be explained by the increase in risk. Still, there is something to be said for being lazy and rebalancing once every few years. Nabloid: Good point. Equities will grow to a larger share of the portfolio because its long-term returns are expected to be greater than bonds. Part of the outperformance can be explained by the increase in risk. Still, there is something to be said for being lazy and rebalancing once every few years.

]]> http://www.canadiancapitalist.com/bogle-on-rebalancing/#comment-56130 Nabloid.com Mon, 16 Jul 2007 20:58:24 +0000 http://www.canadiancapitalist.com/2007/07/15/bogle-on-rebalancing#comment-56130 Sometimes the asset class ratios can be skewed after a particular equity class has done remarkably well... If somethign is doing well, I don't want to take away from that equity class, but to continue to capitalize on the trend and let the money ride (as long as you're sure it will continue to perform). Sometimes the asset class ratios can be skewed after a particular equity class has done remarkably well… If somethign is doing well, I don’t want to take away from that equity class, but to continue to capitalize on the trend and let the money ride (as long as you’re sure it will continue to perform).

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