Should you rebalance your portfolio ? There are conflicting opinions on this topic. For David Swensen, author of “Unconventional success”, rebalancing imposes a disciplined “buy low, sell high” strategy. Mr. Swensen is known for his impressive track record at the head of the Yale endowment. For John Bogle, “rebalancing is a personal choice, not a choice that statistics can validate”.

You can see for yourself the effects of rebalancing in our portfolio analysis tool. We have added an option that makes it straightforward to compare it against buy-and-hold.