MAD: A Simple Metric for Spotting Rebalancing Opportunities

RELATED CONTENT

Rebalancing: How to Calculate a Portfolio's Trigger Points

A good rebalancing model takes into account the behaviors of the various asset classes as well as the investor's risk tolerance and trading costs. A simple spreadsheet can help you determine the optimum time to rebalance the portfolio.

Rebalancing: Adding Value to Passive Management

Even passive portfolios need an active hand when it comes to rebalancing and asset location. A mechanistic approach can undermine performance via taxes and fees. Instead, customize rebalancing to fit your clients' unique goals and portfolios and you'll be able to quantify the value you've added to the investment process.

Rebalancing and Diversifying: The Easy Way to Generate Alpha

Your clients expect more than average returns. That's why they hired you, after all. Help them achieve some of their expectations with a simple diversification and rebalancing strategy that has proven itself over the long run.