Cost and tax
efficient portfolio construction and ongoing management based on your risk tolerance, time horizon and cash flow requirements.
Not exact matches
There is a tension between
portfolio theory suggested by the
efficient markets hypothesis, real - world
portfolio construction under the Kelly Criterion.
It is very consciously constructed with various attributes in mind so that the
construction of the
portfolio leads to an optimal and
efficient diversification, which is what Rebalance IRA is paid to do.