https://corebalance.app/en/blog Guides and analysis on passive investing, index funds, ETFs and portfolio rebalancing. en Fri, 24 Jul 2026 00:00:00 GMT https://corebalance.app/blog/notion-portfolio-tracker-template https://corebalance.app/blog/notion-portfolio-tracker-template Get a free, custom Notion or Markdown template to manually track your index funds, ETFs, and asset allocation with absolute privacy. Fri, 24 Jul 2026 00:00:00 GMT kinacho resources notion markdown templates portfolio-tracker https://corebalance.app/blog/portfolio-performance-alternatives https://corebalance.app/blog/portfolio-performance-alternatives Looking for alternatives to Portfolio Performance? We review the best tools, websites, and apps to track and rebalance your investment portfolio. Thu, 16 Jul 2026 00:00:00 GMT kinacho tools portfolio-performance alternatives rebalancing spreadsheets https://corebalance.app/blog/portfolio-rebalancing-excel-calculator https://corebalance.app/blog/portfolio-rebalancing-excel-calculator Learn how to build an Excel template to calculate your portfolio rebalance. We analyze common spreadsheet pitfalls and a faster, simpler alternative. Tue, 07 Jul 2026 00:00:00 GMT kinacho tools excel google-sheets rebalancing templates https://corebalance.app/blog/degiro-etf-dividends-guide https://corebalance.app/blog/degiro-etf-dividends-guide A complete guide to recording and reporting dividends from your ETFs on DEGIRO. Learn about withholding taxes, double taxation treaties, and how to declare them correctly. Thu, 25 Jun 2026 00:00:00 GMT kinacho degiro etfs dividends taxes income-tax https://corebalance.app/blog/iwda-vs-vwce-comparison https://corebalance.app/blog/iwda-vs-vwce-comparison A detailed comparison of two of the most popular global UCITS ETFs for European investors: IWDA vs VWCE. Analyze costs, indices, and diversification. Tue, 16 Jun 2026 00:00:00 GMT kinacho etfs ucits iwda vwce comparison https://corebalance.app/blog/msci-world-accumulating-vs-distributing https://corebalance.app/blog/msci-world-accumulating-vs-distributing Accumulating or distributing? We compare the best MSCI World ETFs and analyze which share class is best for your portfolio's taxes and compounding. Wed, 03 Jun 2026 00:00:00 GMT kinacho etfs msci-world accumulating distributing taxes https://corebalance.app/blog/degiro-etf-rebalancing https://corebalance.app/blog/degiro-etf-rebalancing A practical guide to rebalancing your ETF portfolio on DeGiro. Learn efficient strategies to minimize transaction fees and avoid tax events. Thu, 21 May 2026 00:00:00 GMT kinacho rebalancing degiro etfs transaction-fees taxes https://corebalance.app/blog/myinvestor-rebalancing-tax-free https://corebalance.app/blog/myinvestor-rebalancing-tax-free Learn how to rebalance your index funds on MyInvestor step by step. Leverage the Spanish tax deferral rule to adjust your portfolio without paying capital gains tax. Fri, 08 May 2026 00:00:00 GMT kinacho rebalancing myinvestor taxes index-funds fund-transfers https://corebalance.app/blog/rebalancing-without-paying-taxes-spain https://corebalance.app/blog/rebalancing-without-paying-taxes-spain Learn how to rebalance your investment fund portfolio in a tax-optimal way. Maximise tax deferral and avoid unnecessary capital gains tax. Mon, 27 Apr 2026 00:00:00 GMT kinacho rebalancing taxes tax-deferral index-funds capital-gains https://corebalance.app/blog/index-fund-transfers-spain-tax-guide https://corebalance.app/blog/index-fund-transfers-spain-tax-guide A complete guide to the tax treatment of investment fund transfers in Spain. Learn how to switch funds without paying capital gains tax and optimise your long-term returns. Tue, 14 Apr 2026 00:00:00 GMT kinacho fund-transfers taxes index-funds hacienda income-tax https://corebalance.app/blog/index-funds-vs-etfs-comparison https://corebalance.app/blog/index-funds-vs-etfs-comparison Discover the key differences between index mutual funds and ETFs. We analyze cost structure, trading, fractional shares, and tax efficiency. Tue, 31 Mar 2026 00:00:00 GMT kinacho index-funds etfs taxation passive-investing comparison https://corebalance.app/blog/msci-world-emerging-markets-80-20 https://corebalance.app/blog/msci-world-emerging-markets-80-20 Learn how to build your portfolio using MSCI World and Emerging Markets index funds. Discover the advantages of the 80/20 split and how to rebalance it. Tue, 17 Mar 2026 00:00:00 GMT kinacho portfolio msci-world emerging-markets index-funds asset-allocation https://corebalance.app/blog/bogleheads-portfolio-beginners https://corebalance.app/blog/bogleheads-portfolio-beginners A complete guide to designing your first Bogleheads index portfolio. Learn which funds or ETFs to choose and how to automate your strategy. Wed, 04 Mar 2026 00:00:00 GMT kinacho bogleheads indexing index-funds personal-finance beginners https://corebalance.app/blog/what-happens-if-you-dont-rebalance https://corebalance.app/blog/what-happens-if-you-dont-rebalance Discover the real consequences of failing to rebalance your portfolio. We analyze how your risk profile shifts with historical examples and simulations. Thu, 19 Feb 2026 00:00:00 GMT kinacho rebalancing risk-management volatility passive-investing bogleheads https://corebalance.app/blog/when-to-rebalance-portfolio https://corebalance.app/blog/when-to-rebalance-portfolio Discover the best time to rebalance your index portfolio. We compare the calendar-based method against the drift threshold method. Thu, 05 Feb 2026 00:00:00 GMT kinacho rebalancing asset-allocation bogleheads strategy https://corebalance.app/blog/how-to-rebalance-indexed-portfolio https://corebalance.app/blog/how-to-rebalance-indexed-portfolio A practical guide to rebalancing your index fund or ETF portfolio. Learn how to calculate it step-by-step and keep your risk under control. Thu, 22 Jan 2026 00:00:00 GMT kinacho rebalancing portfolio etfs index-funds bogleheads https://corebalance.app/blog/what-is-asset-allocation https://corebalance.app/blog/what-is-asset-allocation A detailed guide on asset allocation. Discover what it is, why it determines your returns, and how to choose the ideal mix for your risk profile. Fri, 09 Jan 2026 00:00:00 GMT kinacho asset-allocation portfolio personal-finance equities fixed-income