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The AAII Journal

April 2013 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note I now have 25 years of data on portfolio rebalancing. The lesson from the data is very clear: rebalancing lowers portfolio volatility. This benefit occurs regardless of whether you keep your money in your portfolio or you make withdrawals each year. You can see the numbers and the methodology for rebalancing here.

 

Portfolio Strategies »

Portfolio Rebalancing: Observations From 25 Years of Data

thumbnail for Portfolio Rebalancing: Observations From 25 Years of Data Using a rebalancing strategy over the past 25 years would have boosted returns, lowered volatility and kept the balance in one asset class from being drained.

 

Portfolio Strategies »

Why We Don’t Rebalance

thumbnail for Why We Don’t Rebalance A combination of risk-averse and risk-seeking behaviors as well as fears about backlash stop investors from rebalancing.

 
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Cover Article »

Portfolio Rebalancing: Observations From 25 Years of Data

Using a rebalancing strategy over the past 25 years would have boosted returns, lowered volatility and kept the balance in one asset class from being drained.


Topic Archive

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