New rebalance study

[Dieter]

Live soft posted the following link over at Bogleheads.

http://www.able2pay.com/rebalancing.html

Quite different from PP, but interesting, esp for non-PPs.

[dualstow]

Though I don't agree with all of it, I like it.

[lordmetroid]

My plan for re-balancing is by buying the new assets, this to avoid any unnecessary taxes.

[Dieter]

My plan for re-balancing is by buying the new assets, this to avoid any unnecessary taxes.

That plus reinvesting distributions in the trailing asset is what they recommend.

But that also note that rebalancing can increase return on top of that (which would be quite infrequent due to rebalancing with new funds / distributions.)