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Archive | Rebalancing

Split the EAFE for better returns?

The MSCI EAFE Index is arguably the most popular international index on the block. Many active fund managers’ returns are benchmarked to this index (and the majority of them fail to outperform it).  Couch potato investors also tend to allocate a portion of their portfolios to ETFs that track the MSCI EAFE or a similar […]

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Should I Rebalance My Portfolio Now?

Many investors consider the recent stock market pull-back to be a great buying opportunity, and are eager to rebalance (at least the ones that aren’t panicking and selling their stocks). But should they rebalance now, or wait a bit longer? To make this decision easier, I’ve created a downloadable rebalancing table that incorporates Larry Swedroe’s 5/25 […]

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