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How, When, and Why Should You Rebalance Your Investment Portfolio?

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Manage episode 314737489 series 3234219
内容由Money For the Rest of Us and J. David Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Money For the Rest of Us and J. David Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Why bother rebalancing your investment portfolio and what is the best method for doing so.

Topics covered include:

  • How a target asset allocation can get out of line if a portfolio is not rebalanced
  • What is positive skewness and why it matters to portfolio investing
  • What is volatility drag and how it can lead to lower end of period wealth
  • What are the costs of rebalancing
  • Which rebalancing method if any has been the most effective

Thanks to Felix Gray glasses and Mint Mobile for sponsoring the episode.

For more information on this episode click here.

Show Notes

Long-Horizon Stock Returns Are Positively Skewed by Adam Farago and Erik Hjalmarsson

Positively Skewed Distribution—Corporate Finance Institute

Prospect Theory and Stock Market Anomalies by Nicholas Barberis, Lawrence J. Jin, and Baolian Wang

Strategic Rebalancing by Sandy Rattray, Nicolas Granger, Campbell R. Harvey, and Otto Van Hemert

Portfolio Rebalancing: Tradeoffs and Decisions by Xing Hong and Philipp Meyer-Brauns

Diversification Returns, Rebalancing Returns and Volatility Pumping by Keith Cuthbertson, Simon Hayley, Nick Motson, and Dirk Nitzsche

Getting back on track: A guide to smart rebalancing by Jenna L. McNamee, Thomas Paradise, and Maria A. Bruno—Vanguard

Safe Haven: Investing for Financial Storms by Mark Spitznagel

Related Episodes

313: No One Is Entirely a Buy and Hold Investor

341: How to Overcome Investing Fears

354: Now Is the Best Time Ever to Be an Individual Investor

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

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icon分享
 
Manage episode 314737489 series 3234219
内容由Money For the Rest of Us and J. David Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Money For the Rest of Us and J. David Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Why bother rebalancing your investment portfolio and what is the best method for doing so.

Topics covered include:

  • How a target asset allocation can get out of line if a portfolio is not rebalanced
  • What is positive skewness and why it matters to portfolio investing
  • What is volatility drag and how it can lead to lower end of period wealth
  • What are the costs of rebalancing
  • Which rebalancing method if any has been the most effective

Thanks to Felix Gray glasses and Mint Mobile for sponsoring the episode.

For more information on this episode click here.

Show Notes

Long-Horizon Stock Returns Are Positively Skewed by Adam Farago and Erik Hjalmarsson

Positively Skewed Distribution—Corporate Finance Institute

Prospect Theory and Stock Market Anomalies by Nicholas Barberis, Lawrence J. Jin, and Baolian Wang

Strategic Rebalancing by Sandy Rattray, Nicolas Granger, Campbell R. Harvey, and Otto Van Hemert

Portfolio Rebalancing: Tradeoffs and Decisions by Xing Hong and Philipp Meyer-Brauns

Diversification Returns, Rebalancing Returns and Volatility Pumping by Keith Cuthbertson, Simon Hayley, Nick Motson, and Dirk Nitzsche

Getting back on track: A guide to smart rebalancing by Jenna L. McNamee, Thomas Paradise, and Maria A. Bruno—Vanguard

Safe Haven: Investing for Financial Storms by Mark Spitznagel

Related Episodes

313: No One Is Entirely a Buy and Hold Investor

341: How to Overcome Investing Fears

354: Now Is the Best Time Ever to Be an Individual Investor

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

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