Diversification & asset allocation
Rebalancing and reviewing
Keeping the plan on track without fiddling with it every time the news moves.
How often should I review or rebalance my portfolio?
Rarely, on a schedule, not on the news. For most people once or twice a year is plenty: check that your split across equity, fixed income, and cash...
What actually triggers a rebalance, a fixed date or a drift threshold?
Both work, and the point of either is to stop you deciding case by case, which is where emotion creeps in. A calendar approach means you check on a...
How do I stop myself from tinkering with my portfolio every time the market drops?
This is the real game, and it's harder than the math. A few things that help founders sit still: write your plan down when you're calm, including y...
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