Phrases with «monthly rebalancing»

"Monthly rebalancing" refers to the practice of adjusting or realigning the components of an investment portfolio on a monthly basis. This is usually done to maintain a desired asset allocation or investment strategy, ensuring the portfolio stays in line with its intended goals and risk tolerance. Full definition

Sentences with «monthly rebalancing»

  • However, for the purposes of tracking the portfolio results all positions are bought and held until monthly rebalancing. (scottsinvestments.com)
  • They consider annual, quarterly and monthly rebalancing frequencies. (cxoadvisory.com)
  • However, for the purposes of tracking the portfolio results all positions are bought and held until monthly rebalancing. (scottsinvestments.com)
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