Daily Archives: April 7, 2010

THE COMPLICATIONS OF REBALANCING

The lessons tied to rebalancing a portfolio’s asset allocation should be simple, but they aren’t. Like every other investing topic, this one too comes with baggage. Although there’s a large body of research suggesting that rebalancing is productive, not everyone agrees. Some of this is about the details, although the basic question of whether rebalancing is worthwhile in concept is debated as well.

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