
- October15 2003
- Volume 10
- Issue 19
Auto Rebalancing Act
Once you've decided on your assetallocation between stocks, bonds, andcash, you should keep your portfolio insync by rebalancing your assets at leastonce a year. A portfolio that had 60% instocks a few years ago may be down tojust 40% in equities today and need atuneup. Even though rebalancing is standardadvice from almost all financialadvisors, many investors fail to do it.Now you can invest in some funds thatdo it for you, like Oppenheimer FundsPortfolio Builder (888-470-0862), whichputs rebalancing on autopilot for you atno charge if you have $25,000 or morein your account. MFS Asset AllocationFunds (800-225-2606) charges 0.1% ofassets, but the minimum account balanceis only $1000.
Articles in this issue
almost 18 years ago
Mountaineering: Embark on Your Journeyalmost 18 years ago
Find Quiet Simplicity in Amish Countryalmost 18 years ago
How's Your Marriage, Doctor?almost 18 years ago
Experience the Ultimate Golf Adventurealmost 18 years ago
Experience Europe's Great Art Emporiumalmost 18 years ago
Life Insurance Rules, They're a-Changin'almost 18 years ago
Defer Capital Gains on Real Estate Salesalmost 18 years ago
Weigh Pros and Cons of Owning a Duplexalmost 18 years ago
Physicians Fall into the Two-Income Trapalmost 18 years ago
Offer Children Valuable Finance Lessons


































































