Rebalancing is a Discipline Not a Forecast

In this short video we show why we rebalance and the trigger. The trigger is the percentages in your portfolios, not a forecast. We use disciplined systematic rebalancing so we don't have to try and guess right every time, over and over again for years, which is impossible. 
 
Guessing is not a realistic investment strategy. Rebalancing is a discipline, not a prediction. We put it in writing for you in your investment policy statement. We practice what we teach in our own portfolios. 

Feel free to share this important video to family and friends. 

Invest intelligently! 
John Borger and Scott Buchanan 


 

Rebalancing is a Discipline

Rebalancing is a discipline we use to eliminate the need to forecast and predict (guess) what will happen in the future. The rebalance trigger is not a forecast. The trigger is when your account gets out of balance from its initial target percentages. To keep tax ramifications and transaction costs down, we allow these percentages to fluctuate within reasonable parameters of 3% to 5%. Rebalancing is also used to keep risk parameters in line with your original selection. 
 
Check out this short video to find out more.
Feel free to share this important video to family and friends. 

Invest intelligently! 
John Borger and Scott Buchanan 


 
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