Rebalancing Strategies: Buy-and-Hold vs. Constant-Mix vs. Constant-Proportion Portfolio Insurance (CPPI)

Jul 2, 2016

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in Level III Trade Execution, Monitoring, and Rebalancing

If you were to ask (a random sample of) 100 financial advisors what the term “rebalance” means, I wouldn’t be surprised if 95 of them described it as “returning the portfolio to its original weights in each asset class”, or something tantamount to that. In other words, the investing world overwhelmingly equates rebalancing with a […]

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