Archive - May 13, 2015

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The Art of the Rebalancing Bonus
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The Market Has Been Flat For Six Months — Why This is Great News

The Art of the Rebalancing Bonus

Portfolio design and rebalancing is both a science and an art. Understanding the science is akin to understanding the physics of why a spinning ball hooks and bends. The art is the execution of the science such as when you are actually playing soccer or golf. It is the execution and follow-through that produces the desired outcome.

Knowing that rebalancing boosts returns is useless unless you as the investor have the time, discipline, and nerve to follow through and actually strike the ball.

Rebalancing is the most helpful when it is most difficult. Rebalancing involves selling the investments that have …

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The Market Has Been Flat For Six Months — Why This is Great News

Investors have experienced a very uneventful 2015. In fact, at market close on 5/7/15 the Dow Jones Industrial Average was at essentially the same value as it was on 12/5/14, up a total of just 0.72% over the six-month period. This lack of fluctuation has been even more pronounced over the last two months. As of the market close on 5/7/15, the S&P 500 has closed between 2,040 and 2,120 for 66 days in a row. Further, between 4/9/15 and market close on 5/6/15, the DOW hasn’t experienced a 1-month high OR low and has traded within a 2%… Read More

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