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Ferri: Buy, Hold, and Rebalance Works

Despite market fluctuations, patient investors could have realized over 6% compounded annual returns over the last decade with a disciplined buy-hold-rebalance strategy, says Portfolio Solutions' Rick Ferri.

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Christine Benz: Hi, I am Christine Benz for Morningstar. I recently attended the annual Bogleheads Conference, and I had the opportunity to sit down with Rick Ferri. Rick is founder and CEO of Portfolio Solutions, and he is also author of several books about indexing, ETFs, and asset allocation.

So, Rick, thank you so much for being here.

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.