Portfolio Rebalancing: The Art Of Buying Low And Selling High Steadfast Wealth Planning podcast

Portfolio Rebalancing: The Art of Buying Low and Selling High

10d ago 9:17

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How Often Should I Review And Rebalance My Investment Portfolio?

Does your investment strategy need a checkup? We explore why your portfolio isn't a "set it and forget it" proposition in this essential episode on investment maintenance.
Ever wondered about the difference between rebalancing and reviewing your investments? Wealth advisor Cody Stansell breaks down these critical concepts using clear, practical examples that demystify portfolio management. Rebalancing—the practice of systematically buying low and selling high—should happen quarterly at minimum to maintain your target allocation as market movements naturally shift your investments off balance.
But when it comes to reviewing and potentially changing your investment strategy, Stansell offers surprising advice: don't do it too often. Constantly adjusting your portfolio based on market noise or weekly news cycles typically hurts more than helps. Instead, focus on thorough research upfront, make conviction-based decisions, and stick with them unless fundamental economic conditions change significantly. That said, completely neglecting your investments for years is equally problematic—an annual portfolio review provides the right balance for most investors.
We also tackle a common investment mistake: choosing funds based solely on past performance. Different mutual funds have different objectives—some prioritize stability and income while others aggressively pursue growth. Understanding these distinctions is crucial for building a portfolio that aligns with your financial goals and timeline. Remember that yesterday's star performer might not be tomorrow's winner as economic conditions evolve.
Ready to give your investment portfolio the attention it deserves? Visit Steadfastwealthplanning.com for a complimentary consultation or call 469-606-2040 to start building a financial future aligned with both smart planning and Christian values.

To learn more about Steadfast Wealth Planning visit:
https://www.SteadfastWealthPlanning.com
Steadfast Wealth Planning
5550 Granite Pkwy, STE 270
Plano, TX 75024
469-606-2040

Chapters

1. Introduction to Steadfast Wealth Planning (00:00:00)

2. The Importance of Portfolio Review (00:00:37)

3. Understanding Rebalancing: Buying Low, Selling High (00:01:33)

4. How Often to Review Investments (00:03:40)

5. Dangers of the Set-and-Forget Approach (00:05:23)

6. Beyond Performance: Choosing the Right Funds (00:06:36)

7. Key Takeaways and Conclusion (00:08:37)

7 episodes