Episode 225: Rebalancing Basics, Cowbell in the U.K. And Poking At The New Deathstar
OwenJay👑
Description
<p>In this episode we answer emails from Charlie, Jimi and Freya. We provide explanations of the concepts of rebalancing and reallocation, talk about a listener's favorite sound clip and about creating a simple starter portfolio for a very small U.K. investor. And we take a poke at the new Morningstar report on retirement forecasting and projected safe withdrawal rates, and the vast changes they made from last year.<br/><br/>Links:<br/><br/>New Morningstar Report: <a href='https://www.morningstar.com/lp/the-state-of-retirement-income'>2022 Retirement Withdrawal Strategies Report | Morningstar</a><br/><br/>Michael Kitces Optimal Rebalancing Article: <a href='https://www.kitces.com/blog/best-opportunistic-rebalancing-frequency-time-horizons-vs-tolerance-band-thresholds/'>Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)</a><br/><br/>Ernest P. Worrell: <a href='https://en.wikipedia.org/wiki/Ernest_P._Worrell'>Ernest P. Worrell - Wikipedia</a><br/><br/>Jim Varney: <a href='https://en.wikipedia.org/wiki/Jim_Varney'>Jim Varney - Wikipedia</a><br/><br/>"Hey Vern It's Earnest" Clip: <a href='https://www.youtube.com/watch?v=LXy_MlyLAFI'>Hey Vern It's Ernest.m4v - YouTube</a><br/><br/>Paul Merriman "Sound Investing" Podcast on Portfolio for Grandchild: <a href='https://open.spotify.com/episode/1n0uRGh3M0OZ3dcUxTSPaL?go=1&sp_cid=d8c816f8be2776fc40d0d2c11dacd53b&utm_source=embed_player_p&utm_medium=desktop&nd=1'>How to Create a Financial Legacy for a Child - Sound Investing | Podcast on Spotify</a><br/><br/>Portfolio Charts "My Portfolio" Analyzer: <a href='https://portfoliocharts.com/portfolio/my-portfolio/'>MY PORTFOLIO – Portfolio Charts</a><br/><br/>ISVL Fund Page: <a href='https://www.ishares.com/us/products/317548/'>iShares International Developed Small Cap Value Factor ETF | ISVL</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>
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Episode 225: Rebalancing Basics, Cowbell in the U.K. And Poking At The New Deathstar
OwenJay👑