How often does the speaker rebalance their portfolio?

Name: 📉📈 Think you can time the market? Think again. #financialplanning #personalfinance #boldin #podcast
Uploaded: 2025-04-15T23:00:53+00:00
Duration: 30 s
Channel: Steve Chen
Description: A short excerpt from a YouTube video where the speaker argues that timing the market is not feasible and therefore they primarily hold broad index funds…

Steve ChenFounder and CEO, Boldin · Boldin Founder & CEO

📉📈 Think you can time the market? Think again. #financialplanning #personalfinance #boldin #podcast

15 Apr 2025 · 1 min

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A short excerpt from a YouTube video where the speaker argues that timing the market is not feasible and therefore they primarily hold broad index funds. The speaker describes keeping most of their portfolio in index funds, maintaining a comfortable weighting, occasionally investing small amounts in individual companies they know, and rebalancing the portfolio every three to six months while "riding it out."

Questions this video answers

Every three to six months.

Chapters

Can't time the market, you can't beat the market. Right. That's sort of the bottom line. And I do ascribe to that. So most, most of our portfolio is in index funds, so we have really broad exposure. And then I play around with a little bit of money with companies that I know, and I just don't really believe that it's possible to time the market up or down. And so we, we have a weighting that we're comfortable with and, you know, we balance the portfolio every three to six months and, you know, just going to ride it out.