Sentences with phrase «original desired asset allocation»
Rebalancing involves routinely buying or selling certain assets to maintain the original desired asset allocation within a portfolio.
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As tempting as it may be to delay rebalancing, we believe it is vital to consistently rebalance to an investment portfolio's original desired asset allocation.
Not exact matches
Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation.
This hypothetical performance includes reinvestment of dividends and capital gains, and assumes rebalancing on an annual basis, buying or selling assets to maintain an original desired level of asset allocation.