“Stock Market Update | The Closing Beat | 08/24/2026”YCharts
For a long-term 60/40 portfolio, never rebalancing SPY yields higher returns than quarterly rebalancing, with comparable risk metrics, but increases exposure to tech sector concentration risk.
All right. Uh hey, let's go back over here to SPY because it's time for our lesson of the day. How often should you rebalance? Longer term investors, right? Uh your 401k, like I know it does it automatically, and you can pick like 1 month, 1 quarter, every 6 months, once a year.
What should you pick, right? So, our friends over our partners actually over at YCharts did this study. So, their study was better than mine. I happened to see it when I was putting together my study and said, "I'm just going to steal your stuff."
And they're okay with that, they actually so that's fine.