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Topic
Rebalancing
2 guides in Finabase Learn
- Asset allocation: how stock, bond and cash mixes have behaved What asset allocation is, how 23 years of stock and bond mixes actually behaved, how rebalancing and target-date funds work, and what shapes the right mix.
- Rebalancing a portfolio: calendar vs threshold, drift and taxes Why a portfolio drifts away from its target mix, how calendar and threshold rebalancing work, what 23 years of SPY/AGG data show, and how to rebalance tax-efficiently.
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