The difficulty in understanding what drives the performance of the resulting portfolio is that the rebalancing itself contributes to the portfolio return substantially. (abnormalreturns.com)
It's fast, aggressive and addictive, and one of the most exciting all - wheel drive performance cars on sale. (evo.co.uk)
The main point is to remember that the real businesses behind the financial markets drive performance in the long haul, even if adjustments to the discount rate do it in the short run. (alephblog.com)