Episode 181: Fun With Rebalancing Schemes And More Financial Services Industry Malfeasance

In this episode we answer emails from Brian, Grant and MyContactInfo.  We discuss rebalancing mechanisms and rules for various kinds of portfolios and the big discount brokers.Links:Optimized Rebalancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)Brian's Golden Butterfly with Annual Rebalancing:  Backtest Portfolio Asset Class Allocation Brian #1  (portfoliovisualizer.com)Brian's Golden Butterfly with Rebalancing Bands:  Backtest Portfolio Asset Class Allocation Brian #2  (portfoliovisualizer.com)A Rebalancing Band Improvement on Those Two:  https://tinyurl.com/2p8rm2wsGrant's Leveraged Portfolio with Monthly Data:   https://tinyurl.com/58wakx33Grant's Google Spreadsheet:  https://docs.google.com/spreadsheets/d/1Bz8uwpSYkMSaBZjc7vaF7nL7i5B4dKl7XyKXj2D3HVU/edit?usp=sharingMyContactInfo Vanguard Link:  What sets us apart from other asset management firms (vanguard.com)Article re Schwab re Intelligent Investor Funds:  Schwab to Pay SEC $186M Over ‘No Hidden Fee’ Claims for Cash-Heavy Robo | ThinkAdvisorSupport the show