Ray Dalio All-Weather Portfolio: Rebalance and Performance Monitor #67 - podcast episode cover

Ray Dalio All-Weather Portfolio: Rebalance and Performance Monitor #67

Aug 26, 202053 min
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Episode description

Hey guys. Today's podcast is all about how to Rebalance and Performance Monitor the Ray Dalio All-Weather Portfolio.

More specifically, we'll be going through the following:

- Making sense of what's shown in the fund platform

- How to review the performance of the portfolio

- The different options for rebalancing

> Regular

> One-off

- Calculating out how much to buy/sell to rebalance

- Step-by-step on how to rebalance in a fund platform

Link to previous podcast- How to Set-Up the Ray Dalio All-Weather Portfolio

https://rss.com/podcasts/themoneyparadox/65694/

Editable Table - Rebalance the Portfolio https://docs.google.com/…/1F4BdXUVJmO8BYFbBYJrOZ3Jw67…/edit…

Link to Interactive Investor Fund Platform

https://www.ii.co.uk/

Feel free to share your thoughts in the comments section below and let me know of any specific questions you'd like me to answer in future podcasts. I always love to hear how I can make the content even more valuable for you

Ray Dalio All-Weather Portfolio: Rebalance and Performance Monitor #67 | The Money Paradox podcast - Listen or read transcript on Metacast