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2024/02/08

The Art of Rebalancing Your Portfolio ⚖️

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AN OXFORD CLUB PUBLICATION

 
Liberty Through Wealth

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It's a stock most investors know...

But very few own it...

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BRIEF FROM THE CHIEF

Each week in this section, Chief Investment Strategist Alexander Green responds to reader questions. It's your direct line to the Chief!

Have a question for Alex? Drop him a line at mailbag@oxfordclub.com.

Reader: Following up on your reply about rebalancing, do you mean to add more funds or just adjust the percentages to the original recommendations? - R.W.

Alex: You can rebalance by adding funds, if you have them. If you don't, you can make changes within the existing portfolio to reflect the original asset allocation.

YOUR WEEK IN WEALTH

In Case You Missed It...

On Monday, Alex explained how there's nothing that the national media - and social media - like better than a good "crisis."

Discover why the word is a surefire attention getter here.

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FRIDAY FEATURE

Below we're sharing a sneak preview of tomorrow's edition...

What does it mean to be "rich"?

I took an informal poll of friends and associates last week, and most responses fell into one of three general categories...

Keep an eye out for tomorrow's Liberty Through Wealth article to read on...

BUILD AND PROTECT YOUR WEALTH

WEEK IN REVIEW

Here are the highlights from this week in Liberty Through Wealth:

 
 
 

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