• Letters to the Editor
  • Letters

    Using Rebalancing as a Portfolio Strategy

    Comments posted to “Why We Don’t Rebalance,” by Jason Hsu, in the April 2013 AAII Journal:

    I find the consequences of taxes to be a major disincentive to rebalancing, particularly when the effect of rebalancing on portfolio return is so small.

    —Mark Henwood from California

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    jpera from ca posted over 3 years ago:

    The april journal is not downloadable on and it is evidently not posted. can you please post?

    Charles Rotblut from IL posted over 3 years ago:

    Hi Jpera,

    You can download a .pdf of the April AAII Journal at: http://www.aaii.com/files/completejournal/AAIIJournal_April2013_2623.pdf

    If you want to view the issue online, you can access it at:

    -Charles Rotblut

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