Author - David John Marotta

1
Is Portfolio Rebalancing Overrated?

Is Portfolio Rebalancing Overrated?

Portfolio Rebalancing Might Be Overrated,” quoted an investment strategist as questioning the value of regular rebalancing. Although the author included many quotes from advocates of rebalancing, the article failed to explain the debate in a way that readers could understand, let alone judge, what was being said.

Regular rebalancing is a key component of modern portfolio theory. It is important for us to provide the missing explanations here. Hopefully these clarifications will settle any debate about the value of rebalancing.

The article said:

To many, it is an unassailable principle: Investors should periodically rebalance their portfolios to their target

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