analytics makes my sloth feel better (20250318)
somehow this was stuck in my reading queue. rebalancing is one of those things that i seem to have some mental hangup on. thinking that i need to be smarter about it than i am.
this paper from vanguard is well worth the read if you’re curious as to what the strategies seem to be best.
tl;dr - 1x per year seems to be the right balance for most folks.
the transaction costs and impact of market volatility was a particularly interesting rabbit hole.