Rebalancing Helps Manage Risk

September 12, 2013

“Risk management is one of the most important things you do as an investor, and if you have a reason behind your initial allocation, then rebalancing is an opportunistic thing and a critical part of your strategy,” said Jason Browne, FundX chief investment officer, to Chuck Jaffe in Force Yourself to Rebalance Your Portfolio on […]

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Investor Checklist: 5 Ways to Get Your Investments in Order

January 31, 2012

The New Year is often a time to get our investments in order.  Here are five ways to help you start this year on the right foot: 1. Set or Confirm Your Plan Having a plan can help you stay focused in up and down markets so if you don’t have a plan, set one. […]

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On Forbes: A 25 Year Look at Rebalancing

November 29, 2011

“Perhaps the greatest gift investors can give themselves is a strategy to take the emotion out of important investment decisions and the most time-tested of these strategies is portfolio rebalancing,” Janet Brown writes in her latest post on the Forbes Intelligent Investing blog, Does Portfolio Rebalancing Work?. Janet’s Forbes post shares our 25-year study of […]

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Rebalanced Portfolios in Up and Down Markets

November 15, 2011

As we recently reminded subscribers, portfolio rebalancing – adjusting portfolio holdings to maintain a given allocation—is an important investor tool. In the November issue and on Forbes, we explained that not only does rebalancing help investors keep their portfolio’s risk level in check, it also encourages them to sell high and buy low. That’s not […]

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