Personal Investments • Rebalance threshold

Hey All,

I use the spreadsheet that Rob Berger references in this article:

https://robberger.com/investment-tracking-spreadsheet/

I'm wondering what a reasonable rebalance threshold would be for each asset category. Here's mine currently:



I didn't have any good reason to put them all at 5% and I'm wondering if there might be a good argument for making some categories higher or lower.

I read the wiki article on rebalancing plus some past threads but didn't find a discussion on this specifically.

Thanks!

Statistics: Posted by BBurki — Wed Aug 28, 2024 9:53 am — Replies 0 — Views 71

---