Portfolio Rebalancing Strategies. Do They Improve Performance or Lower Returns? Do They Lower Risk?
Автор: HighPass Asset Management
Загружено: 2025-01-16
Просмотров: 579
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Many investors want portfolio rebalancing as a feature of their investment strategy. But why do investors want to rebalance their portfolios? Are they rebalancing to improve performance or maintain the same risk profile? Does portfolio rebalancing improve returns? Will portfolio rebalancing protect your portfolio? are you better off to not rebalance? What are the long term impacts of portfolio rebalancing? Watch this video for answers to these questions as I provide an insightful review of portfolio rebalancing strategies and their long term results.
This video is for educational and illustrative purposes and is not financial advice. Your broker or advisor will charge you fees or commissions to make investments and therefore your returns will be less than indexes. For example, if you invest in the S&P 500 ETF, SPY, you will pay a fee to the company managing the ETF, State Street Global Advisors. Your return on the S&P 500 ETF, SPY, will be less than the S&P 500 Index TR because of the fee paid to State Street Global Advisors. Additionally, you may pay a fee or commission to your broker or financial advisor, further reducing your return, below the index. Consult your advisor or broker for a detailed list of their fees or commissions before you invest. Investing involves risk and you can lose money.
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