Rebalancing a Retirement Portfolio New Canaan Mens Investment Club Paul A. Strassmann, January 9, 2017
Rebalancing a Retirement Portfolio
New Canaan Mens Investment Club
Paul A. Strassmann, January 9, 2017
What to Consider When Rebalancing Portfolio
• Age and Life Expectancy
• What are YTD Portfolio Results?
• Retirement Assets and Current Income
• Current Allocation to Stocks and Bonds
• Domestic vs. International Assets
• Geographic Preferences where to Invest
• Taxable vs. Tax-Exempt Investments
• Economic Sectors Where to Invest
• Credit Quality of Investments
• Market Capitalization Levels
• Tax Efficiency
• Portfolio Risk
• Cash for Contingencies
Conclusions
•Quarterly Portfolio Rebalancing is Necessary.
•Demanding Task that Requires a Disciplined Approach.
for Sample of a Rebalancing Method see:
<https://investor.vanguard.com/corporate-portal/>
Strassmann, LLC. is Not an Investment Advisor.
This Example Should not be Used for Making Investment Decisions.