Phrases with «rebalancing strategy»

A "rebalancing strategy" refers to the process of adjusting or readjusting the proportions of investments in a portfolio in order to maintain a desired level of risk and return. It ensures that the portfolio stays aligned with the target investment strategy by periodically buying or selling certain assets to maintain the intended asset allocation. Full definition

rebalancing strategy

Sentences with «rebalancing strategy»

Although portfolio rebalancing strategies incur transaction costs and tax liabilities, there are several distinct advantages to maintaining the desired target allocation. (investopedia.com)
There is no reason to fear these market fluctuations if you are a long - term investor, have a diversified portfolio and a discipline rebalancing strategy. (financialalternatives.com)
It also lists the portfolio values for investors following rebalancing strategies of 20 percent, 50 percent and 80 percent for comparison purposes. (freefrombroke.com)
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Phrases with «rebalancing strategy»

Sentences with «rebalancing strategy»

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