4-Minute Money Ideas

← 4-Minute Money Ideas30. Okt. · 5 Min.

Portfolio drift: When should you rebalance?

Portfolio drift: When should you rebalance?30. Okt.5 Min.

Your portfolio might be sneaking around behind your back. Not because you made a bad decision, but because you made no decision at all. Markets move, allocations shift, and before you know it, your carefully planned fifty-fifty split looks nothing like what you set up. Doug Goldstein, CFP® breaks down what portfolio drift is, why it catches so many investors off guard, and the one simple thing you can do this week to see if it's happening to you. If you're an American living in Israel with U.S. investment accounts, this one's for you.