How to set your target asset allocation and rebalance your portfolio efficiently

Spela upp

#58: How to set your target asset allocation can feel like a mystery. How do you do it rigorously? How do you know what’s optimal? Rebalancing can also feel like a chore. Where do you start? How do you make sure you’re doing it rigorously and tax-efficiently? This week, I show you how to set your target asset allocation tailored to your investment and risk profile. I share how to track your allocation over time and analyze drift from your target allocation. And I explain how to tax-efficientl...