2024 Rebalancing Your Nest Egg IQ Test

2024 Rebalancing Your Nest Egg IQ Test
 
Take this 20-Question IQ Test to see how much you really know about protecting your wealth, diversifying your nest egg, adding in Shoot the Moon performance and other time-proven, 21st-Century strategies. Regular rebalancing of our nest egg is key in the 21st-Century. It is a buy low, sell high plan on auto-pilot.
 
 
2024 Rebalancing Your Nest Egg IQ Test
 

1. What does rebalancing mean?
2. Why do we need to rebalance?
3. How often should we rebalance? Why?
4. What is the easiest way to rebalance our nest egg?
5. What are some of the fundamentals to properly diversifying our nest egg?
6. Which assets go into our nest egg?
7. Which assets do not go into our nest egg?
8. Should we invest in individual companies in our nest egg?
9. What is the difference between value and growth?
10. What is the difference between small, mid and large cap funds?
11. Why do we evaluate the funds we own?
12. What kind of funds do we want to avoid?
13. What kind of funds do we want to own?
14. What is an “everything and the kitchen sink” fund? Is this a fund we want to own? Why or why not?
15. When do we switch out funds and pick something new?
16. What are some key dates to consider rebalancing? Why?
17. What kind of return are we aiming to achieve in our nest egg?
18. How can dollar cost averaging help our rebalancing?
19. How do we determine when to capture gains or buy more?
20. What is the difference between a “Stop Loss” mindset and a “Capture Gains” mindset?

 
Answers are listed in the "Rebalancing IQ Test Answers 2024" blog at NataliePace.com.
https://www.nataliepace.com/blog/
 
Email info @ NataliePace.com or call 310-430-2397 if you have any questions about this test, or about the answers, or if you are interested in learning time-proven, 21st Century investing, budgeting, debt reduction, home buying solutions that will transform your life.
 
Bottom Line
Buy & Hope has been riding the Wall Street rollercoaster, losing half or more in recessions, which means many people have to use the bull markets to make up losses, rather than building wealth. It’s easy to feel complacent when we hear that stocks keep hitting all-time highs, just as it is common to feel depressed in recessions. Proper diversification of an age-appropriate wealth plan that is rebalanced once, twice or three times a year is a buy low, sell high plan on auto-pilot that prompts us to do the right thing – putting us on the right side of the trade. This plan also takes the emotions out of the mix, and instead relies upon a time-proven strategy.
 
 
Join us at our online June 8-10, 2024 Financial Freedom Retreat. Learn how to protect your wealth, hedge against a weaker dollar, invest and compound your gains, green your retirement plan, easy and efficacious nest egg strategies, how to get hot and diversified (including in artificial intelligence and EVs), how to evaluate IPOs and other stocks, and what's safe in a Debt World. You'll even discover how to save thousands annually with smarter big-ticket choices. Yes, it's a complete money makeover. 
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Email [email protected] to register. Learn the 15+ things you'll master and read testimonials in the flyer on the home page at NataliePace.com. Register with friends and family to receive the best price. ​

"Ten minutes into the first day I was already much smarter about investing than I ever thought I would be in my life and I knew I was in exactly the right place at this retreat. I am amazed at how EASY and FUN it is to make my money work for me and those I love. I think this kind of information should be compulsory in schools. I wish I'd learned this sooner." CM

If you’d like an unbiased 2nd opinion on your current wealth plan, email [email protected] for pricing and information.
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Join us for our Online June 8-10, 2024 Financial Freedom Retreat. Email [email protected] or call 310-430-2397 to learn more. Register with friends and family to receive the best price. Click for testimonials, pricing, hours & details.

Join us for our Restormel Royal Immersive Adventure Retreat. March 7-14, 2025. Email [email protected] to learn more. Register by May 30, 2024 to receive $200 off the regular price. Click for testimonials, pricing, hours & details. There is very limited availability, and you must register early to ensure that you get the exact room you want. This retreat includes an all-access pass to all of our online training for a full year for two and three 50-minute private, prosperity coaching sessions!

Natalie Wynne Pace is an Advocate for Sustainability, Financial Literacy & Women's Empowerment. Natalie is the bestselling author of The Power of 8 Billion: It's Up to Us and is the co-creator of the Earth Gratitude Project. She has been ranked as a No. 1 stock picker, above over 835 A-list pundits, by an independent tracking agency (TipsTraders). Her book The ABCs of Money remained at or near the #1 Investing Basics e-book on Amazon for over 3 years (in its vertical), with over 120,000 downloads and a mean 5-star ranking. The 5th edition of The ABCs of Money and the 2nd edition of Put Your Money Where Your Heart Is are the most recent releases of these books. Follow her on Instagram. 
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Natalie Pace's easy as a pie chart nest egg strategies earned gains in the last two recessions and have outperformed the bull markets in between. That is why her Investor Educational Retreats, books and private coaching are enthusiastically recommended by Nobel Prize winning economist Gary S. Becker, TD AMERITRADE chairman Joe Moglia, Kay Koplovitz and many Main Street investors who have transformed their lives using her Thrive Budget and investing strategies. Click to view a video testimonial from Nilo Bolden.​

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Important Disclaimers
Please note: Natalie Pace does not act or operate like a broker. She reports on financial news, and is one of the most trusted sources of financial literacy, education and forensic analysis in the world. Natalie Pace educates and informs individual investors to give investors a competitive edge in their personal decision-making. Any publicly traded companies or funds mentioned by Natalie Pace are not intended to be buy or sell recommendations.

ALWAYS do your research and consult an experienced, reputable financial professional before buying or selling any security, and consider your long-term goals and strategies. Investors should NOT be all in on any asset class or individual stocks. Your retirement plan should reflect a diversified strategy, which has been designed with the assistance of a financial professional who is familiar with your goals, risk tolerance, tax needs and more. The "trading" portion of your portfolio should be a very small part of your investment strategy, and the amount of money you invest into individual companies should never be greater than your experience, wisdom, knowledge and patience.  

Information has been obtained from sources believed to be reliable. However, NataliePace.com does not warrant its completeness or accuracy. Opinions constitute our judgment as of the date of this publication and are subject to change without notice. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.