This is the only second-half investment strategy you need

By now you’ve likely read a few dozen “second half” investing strategy ideas being offered online. Here’s the only one that matters: rebalancing your portfolio. I understand why financial journalists peg these stories to the calendar. They’ve got space to fill and often there is nothing in the stock market to talk about. Yes, there are headlines galore. Political news, interest rate news, earnings and so on. But the fact is, there’s nothing about the midway point of a year that has any meaning at all. And yet here they come, financial advisers happy to talk on air about the second half, big investment houses doing the same, and of course the typical meaningless stock timing calls one always

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