Latest / Inflation and Your Money with Fexingo: Protecting Purchasing Power and Beating Inflation
How Inflation Is Reshaping Your Portfolio Rebalancing Strategy
In this episode of Inflation and Your Money, Lucas and Luna explore how persistent inflation is quietly reshaping portfolio rebalancing strategies. With the S&P 500 at 7,384 and the Nasdaq down 5.1% in the last five days, traditional yearly rebalancing may be leaving investors exposed. The hosts discuss how inflation's uneven impact on sectors—like tech vs. consumer staples—means that rebalancing more frequently, perhaps quarterly, can help lock in gains and manage risk. They reference actual data: the 10-year breakeven inflation rate holding at 2.36%, suggesting the bond market sees…
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