Rebalancing Asset Classes and Subcategories

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Diversifying your portfolio means finding assets that have value on their own merits but do not move exactly alike.

Here are the principles of building and rebalancing asset classes and subcategories:


Rebalance Accounts Regularly
Portfolio Rebalancing Boosts Returns
Regular Adjustments Maximize
Retirement Success
How to Maximize Long-Term Returns

Invest in All Six Asset Classes
Investment Strategies
Part 1:
Rebalance into Stable Investments in an Appreciating Market
Investment Strategies
Part 2:
Use Correlation to Define Asset Classes
Investment Strategies
Part 3:
Rebalance Regularly Between Asset Classes and Subcategories

Investment Strategies
Part 4:
Don’t Rebalance at the Sector Level
Investment Strategies
Part 5:
In Defense of Diversification
Mailbag: How do you measure how far
out of balance a portfolio is?
Your Portfolio Needs Rebalancing

Related Articles

  1. Investment Strategies Part 3: Rebalance Regularly Between Asset Classes and Subcategories
  2. Is Rebalancing a “Myth”?
  3. Investment Strategies Part 2: Use Correlation to Define Asset Classes
  4. October 2015 and Year-to-Date Returns for Our 6 Asset Classes
  5. The Science of the Rebalancing Bonus

We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.