Asset Allocation Archives - Loonie Journey

June 17, 2022 Asset Allocation / Investing

Rebalancing to target allocations is financially right but feels emotionally wrong

Rebalancing minimizes risk but also reduces returns. But it’s hard to sell outperformers to buy into underperformers.

March 22, 2022 Investing

All about Asset Allocation: Equity & Bond %

Asset allocation is identifying the right mix of stocks, bonds and other assets that balances (1) achieving your investment targets and (2) letting you sleep well at night.