I have to admit that I have not rebalanced my investment portfolio in years. I always seem to forget to mark a date on the calendar to look at my asset allocations and the balance that I have between stocks and bonds, their investment locations (foreign or domestic), and their capitalization.

Earlier this year, I added my investment portfolio to the group of reports I publish on Consumerism Commentary on a regular basis. Every three months, I share my investment balances and performances. I include Quicken’s calculation of the year-to-date average annual rate of return for an idea of how each investment is performing this year.
I add to my investments periodically, depending on the investment type.