The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process

The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process

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 using factors often entails.

But sometimes the easiest ways to boost returns are also the most simple. 

In this episode, we look at the rebalancing premium and how properly rebalancing a portfolio can outperform the returns of the assets within it. We look at why rebalancing works and discuss some tactics that can increase its effectiveness. 

We hope you enjoy the discussion. 

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