Special Report on
Asset Allocation and Rebalancing
Asset Allocation and 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 ...
There are countless investment strategies, but arguably there's only one true benchmark: the market portfolio, defined as a passive allocation to all the major asset classes, initially weighted by the relative dollar values and thereafter left to the whim of market fluctuation. This benchmark isn't necessarily appropriate for everyone as an investment strategy, although it's easy and inexpensive to build, thanks to the proliferation of index funds, ETFs and ETNs. Yes, it's a mindless measure of the risk and return profile from a broad-minded definition of markets. And ... Read More
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ASSET ALLOCATION AND REBALANCING
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