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What is the value of a good rebalancing process?

April 24, 2013
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“Research has shown that using a well-thought out portfolio rebalancing process can enhance portfolio performance. The level of performance enhancement is comparable to allocating an additional 10% to 15% to equities. This performance benefit occurs without incurring the risk associat
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Why It Is So Hard To Rebalance

April 24, 2013
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“We don’t rebalance because we are first and foremost human beings with a multitude of considerations before we are investors and fiduciaries optimizing for long-term expected returns……Despite all of the intellect and adaptive learning that we bring to bear, sadly, human be­ings with
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