The Motley Fool Discussion Boards

Previous Page

Learning to Invest / Portfolio Management


Subject:  Re: Frequency of Re-balancing ? Date:  2/5/2012  3:36 PM
Author:  JAFO31 Number:  6629 of 6911

Scott8147: "I have read in RYR about re-balancing on a yearly basis. Does anyone have any data as to the benefits (or not) of more frequent re-balancing? Edward Jones has a management branch that touts daily re-balancing in managing your portfolio. I'm skeptical of that claim being beneficial."

Beneficial to whom? I am certain that EJ would enjoy the brokerage fees resulting from daily rebalancing. Your tax accountant would love all those transactions, too.

Regards, JAFO
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us