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.
New rebalance study
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dualstow
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Re: New rebalance study
Though I don't agree with all of it, I like it.
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lordmetroid
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Re: New rebalance study
My plan for re-balancing is by buying the new assets, this to avoid any unnecessary taxes.
Re: New rebalance study
That plus reinvesting distributions in the trailing asset is what they recommend.lordmetroid wrote: My plan for re-balancing is by buying the new assets, this to avoid any unnecessary taxes.
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.)