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Threshold Rebalancing

By Vitaly on April 10, 2015 4 Comments

Threshold Rebalancing

This is the third and the final part of Rebalancing series. Previously (here and here), I have checked how often one should rebalance an investment portfolio for a traditional 60% stocks and 40% bonds portfolios as well as for a multi-asset, broadly diversified portfolio. In both cases, annual rebalancing performed better than semi-annual and quarterly. Today, I am going to analyze a predetermined threshold rebalancing method and summarize which rebalancing method works best … [Read more...]

Filed Under: Investing Tagged With: investing, rebalancing

Time-based Portfolio Rebalancing with Multiple Asset Classes

By Vitaly on March 31, 2015 Leave a Comment

Time-based Portfolio Rebalancing with Multiple Asset Classes

Last week, I quickly touched what rebalancing is and what methods of rebalancing are out there. In addition, I checked a time-based method for a traditional 60% stocks and 40% bonds portfolio. As a quick refresher, the time-based method assumes rebalancing on a periodic schedule, for instance, on a monthly, quarterly, semi-annual, or annual basis. You can do it even daily, if you want to. It all depends on your preferences. … [Read more...]

Filed Under: Investing Tagged With: investing, rebalancing

How Frequently Should You Rebalance?

By Vitaly on March 26, 2015 Leave a Comment

How Frequently Should You Rebalance?

You have probably heard a term “rebalancing” multiple times. Financial pundits and investment experts continue to pinpoint that this is one of the key elements of successful investment process. There is little to argue with and you will see soon why you should do it. Before I run the numbers, let’s briefly define what rebalancing is and what methods of rebalancing exist. … [Read more...]

Filed Under: Investing Tagged With: investing, rebalancing

About Vitaly

I am a retirement plan adviser at Lestna Capital Group. I help plan sponsors and small business owners to lessen fiduciary and administrative responsibilities, align retirement plan offerings with their goals, and customize it to the benefits of all employees Learn More…

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