Rebalancing Your Portfolio: VAS VGS VBND

In this episode of "What's the Risk?" we take a look at rebalancing a portfolio. The various ways it can be done, how we do it at Mancell Financial Group, then we run a portfolio comparison of an annually rebalanced portfolio against a portfolio with the same starting construction, but never rebalancing it.This experiment is ran across a 30 year period, using 50% global stocks, 40% Australian stocks and 10% in global bonds. One of the benefits of doing this over a long time frame is we can see the drift in the assets in the never rebalanced portfolio due to the changing performance, and how it overall performs against one that essentially resets on a 12 month basis.How do you rebalance your portfolio? Let us know in the comments. Do you have the discipline to rebalance according to your pre-determined rules, or do you go with the flow?Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ https://www.mfg.com.au Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.