📈 Investing

⚖️Rebalancing once a year beat my market timing every time

I tracked both for five years. Selling a sliver of whatever ran up and buying the laggard, once a year, quietly outperformed all my "I see a top coming" moves.

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💬Comments 6

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Lena Reed · 2 weeks ago

Funny, I tried the exact opposite of this last year and it cost me. What you're describing would've saved me real frustration and a few hundred bucks. What made you go this route instead of the default everyone reaches for?

Yua Mori · 2 weeks ago

Came here to say exactly this. People skip the boring fundamentals and then wonder why nothing sticks for them.

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Noah Brooks · 2 weeks ago

Counterpoint, said with respect: this works great until your situation changes. It carried me for a year, then I outgrew it and had to rebuild. Any sense of when someone should move past this approach?

Ivy Vale · 1 week ago

Adding a data point: I've run this for two years and it's held up through a job change and a move, which is the real test. The trick was making it small enough that it never felt optional. How small did you start?

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Maria Esposito · 1 week ago

Adding for anyone reading: start smaller than feels reasonable. The momentum matters way more than the size of the first step.

Diego Torres · 1 week ago

The simplicity is the whole reason this sticks. Every time I've over-engineered something like this I quietly abandoned it within a month. Stripping it to one clear step is underrated. Do you have a fallback for the days you just don't feel like it?

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