Saturday, February 20, 2021

Best practices for portfolio rebalancing

 Vanguard based on its research report in 2012 concluded that " a rebalancing strategy based on reasonable monitoring frequencies (such as annual or semiannual) and reasonable allocation thresholds (variations of 5% or so) is likely to provide sufficient risk control relative to the target asset allocation for most portfolios with broadly diversified stock and bond holdings."

From Vanguard Best practices for portfolio rebalancing.pdf

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