Rethinking the Rebalancing Act
The report adds that "setting a calendar-based approach that's too short can lead to costs -- for transactions and taxes -- that outweigh the benefits."
Rebalancing is a necessary component in portfolio management for mitigating risk and counteracting the strong emotions of fear and greed, Willis says. "But using an astrological event as a trigger? That makes little sense."- Loading Comments...
- Loading Comments...
Recent Comments
Featured Photo Galleries
| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,309.92 | 1,091.49 | 2,138.44 | 32.31 |
Oil *
77.12
|
|
DOWN
154.48
|
DOWN
19.14
|
DOWN
37.61
|
DOWN
0.48
|
10 Yr
3.23%
SPDR Gold
115.06
|
|
-1.48%
|
-1.72%
|
-1.73%
|
-1.46%
|
Data delayed 20 minutes |














