Special Report on
Asset Allocation and Portfolio Rebalancing
Asset Allocation and Portfolio Rebalancing - Trends
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A simple example can illustrate the basic concepts behind the CCM Rebalancing Model, which is used periodically to adjust the client�s CCM Current Allocation. Assume you began investing in 1970. You talked to three advisors one who said �put your money in stocks�, another who said �put your money in bonds�, and a third who said �put your money in commodities�. Since you had conflicting advice, you decided to place 33% of your portfolio in stocks, 33% in bonds, and 34% in commodities. Every six months, you stack ranked the performance of the three asset classes and made relatively small adjustments to your allocation based on ...
by Taylor Larimore, Mel Lindauer, and Michael LeBoeuf. This chapter focuses on asset allocation, the “most important portfolio decision.” The authors start by reviewing empirical research from the 20th century, including the studies that resulted in the development of Efficient Market Theory and Modern Portfolio Theory. The academic studies lead to the realization that most of which Wall Street sells is overpriced, index funds provide higher returns with less risk than managed funds, and there is no way to “beat the market” despite all Wall Street’s ... Read More
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ASSET ALLOCATION AND PORTFOLIO REBALANCING
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