Episode 49: How to Rebalance Your Portfolio
Audio only version is available here, and on all your favorite podcast players.
Concerned about rebalancing your dividend portfolio each year? Not sure how to proceed? In this episode I will explain the conventional approach to rebalancing, and why that might not be the best option for you. As dividend investors we need to think differently about rebalancing our portfolios.
What I'll share with you in this episode:
- Why would you need to rebalance your portfolio?
- Conventional approach to rebalancing
- Why you shouldn't follow this conventional approach
- How $39K investment in SJM returns $9.3K/yr in dividends
- How to rebalance your portfolio
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