We were honored that Rob Silverblatt at U.S. News & World Report listened to us and rigorously dug deep with us into the powerful secret of event based rebalancing over traditional quarterly or annual rebalancing. He questioned our numbers and assumptions and did a great job describing the issue. Finally someone is helping us make [...]
Category Archives: Rebalancing
Asset Allocation and Portfolio Rebalancing Paid Off
Monday, January 4, 2010
As you review your returns for the last year, and possibly the last decade, you may agree that retirement investing was dealt a hard blow; what you may not be aware of is how portfolio rebalancing made great efforts to lessen one’s losses. Allan Roth of CBS MoneyWatch gave some noteworthy advice for the next [...]
Tracking 9 ETF Portfolios – Surprise Winners and Losers So Far in 2008
Thursday, September 11, 2008
The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market timing account for less than 10%. So what a great time to look at how different asset allocations are faring in this market!
In 2008 it turns out that asset allocation decisions have everything [...]
