Investors will seek any type of edge they can find. Many run complicated models to try to generate an excess return. Others endure the pain that generating long-term excess returns…
Tag: Portfolio Rebalancing
The Most Ignored Investing Premium
By Jack Forehand, CFA, CFP® (@practicalquant) — Harvesting premiums in investing is a very challenging task for two main reasons. First, to capitalize on a premium, it has to exist. And we never…
You Should Rebalance, and Here’s Why
A recent Morningstar article underscores the importance of rebalancing portfolios during a bear market. Here are some highlights: During a bear market, a buy-and-hold portfolio will see the equity allocation…
Why Rebalancing is Important
Those investors who have let the extended bull market drive their equity allocations higher without rebalancing “may be holding riskier portfolios than they initially signed up for,” according to a…
Excess Returns, Episode 7: The Importance of a Sell Strategy and Disciplined Rebalancing Approach
As difficult as it is to figure out the right stocks to buy, determining when to sell can be even more challenging. In this episode, we look at the important…