ETF Portfolio Rebalancing

ETFs

Today’s post is another in the series following a passive investing Meetup group that I organise.

Meetup

Back in January 2019, I took over the organisation of a Meetup group with more than 350 members.

  • You can read more about that process and experience here.

The number of group members continues to drift upwards, but the meetings have been sparsely attended so far.

London Passive Investing Club

The group is called the London Passive Investing Club. Here’s the description:

This group is for passive DIY investors, and for those who want to become passive DIY investors.

We are primarily concerned with ETF portfolios, but people who use OEICs are also welcome.

Topic we discuss include:

  1. What is an ETF (exchange traded fund)?
  2. What’s inside an ETF?
  3. How do I invest in ETFs?
  4. What does it cost to invest in ETFs?
  5. What does a good ETF look like?
  6. What are the risks of investing in ETFs?
  7. How can I research ETFs?
  8. How do I decide on an asset allocation strategy, and construct a suitable ETF portfolio?
  9. Are lazy portfolios as good as properly diversified ones?
  10. Should I use smart beta / factor ETFs?
  11. How and when should I rebalance my portfolio?
  12. Are the problems of living off my portfolio in retirement (decumulation) the same as those of building up my portfolio in the first place?

At the first meeting I tried to answer as many of those questions as possible.

  • You can find the notes here.

The March meeting was organised around a presentation on how to build your own ETF portfolio.

Rebalancing

The April meeting of the group looked at Portfolio Rebalancing.

Lazy Portfolios

The May meeting of the group will look at Lazy Portfolios (constructed from just a few funds).

  • You can sign up here.

Until next time.

Mike Rawson

Mike is the owner of 7 Circles, and a private investor living in London. He has been managing his own money for 35 years, with some success.

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1 Response

  1. I love a good powerpoint and that was the most interesting that I’ve seen for some time.
    I’ve often thought about how to expertly rebalance my portfolio but it’s often seemed a bit like worrying about manicuring the bushes when my garden is a jungle!
    Value averaging is a concept that I’ll have to look into in more detail (especially since it’s May tomorrow!!!)

    Thanks Mike

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ETF Portfolio Rebalancing

by Mike Rawson time to read: 1 min
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Value Averaging
Rebalancing 3 – Value Averaging

Today's post looks at a form of rebalancing we've previously overlooked - Value Averaging.

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