The best rebalancing system is one you set up once and follow without thinking. Pick your method (calendar or threshold), decide your frequency (annual is fine), identify which accounts to trade in fi...
The best rebalancing system is one you set up once and follow without thinking. Pick your method (calendar or threshold), decide your frequency (annual is fine), identify which accounts to trade in first (tax-advantaged), and automate where possible. Then stop worrying about it. Rebalancing is maintenance, not strategy.
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