|Articles|September 16, 2008

Physician's Money Digest

  • 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 Journey

almost 18 years ago

Find Quiet Simplicity in Amish Country

almost 18 years ago

How's Your Marriage, Doctor?

almost 18 years ago

Experience the Ultimate Golf Adventure

almost 18 years ago

Experience Europe's Great Art Emporium

almost 18 years ago

Weigh Pros and Cons of Owning a Duplex

almost 18 years ago

Offer Children Valuable Finance Lessons

Latest CME