General Rebalancing and Open Topic Discussion

Following some good conversation at a previous book-based meeting, we wanted to dive deeper into the topic of rebalancing, having an open discussion on the benefits and drawbacks of different approaches and strategies. Other topics are also welcome!

Some short and easy resources that may be interesting to check out beforehand (but certainly not required reading):

• Investopedia article on rebalancing (https://www.investopedia.com/terms/r/rebalancing.asp)
• Article from YCharts and Nick Maggiulli (who wrote a previous book club meeting selection, Just Keep Buying) comparing different rebalancing strategies (https://go.ycharts.com/hubfs/What_is_the_Optimal_Portfolio_Rebalancing_Strategy_Guide.pdf)

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Some more general notes about the book club:

• We (usually) rotate through different types of books, with some covering historical or current events and others more along the lines of practical advice about how to do something.
• No specific ideas are necessarily endorsed – we try to read a variety of topics to expose ourselves to new ideas and ways of thinking.
• We try to grab the room to the back-right of Fortnight Brewing Company's main inside seating area (coming in the door on the front of the building, facing Maynard Road), but will get a table nearby if the room isn't available.
• No worries about coming in mid-discussion ― we usually manage to get off-topic anyways!