why quarterly rebalancing isn't always necessary
DESCRIPTION
Rebalancing because the calendar has reached a specific date is not the best approach when it comes to growing your assets. Rebalancing according to what changes are currently happening in the market makes much more sense.TRANSCRIPT
Mullooly Asset Management September 2013
Rebalancing Can Put You Out of Whack
Mullooly Asset Management PodcastSeptember 18, 2013
Mullooly Asset Management September 2013
Related to Asset Allocation ModelsMany fundamental market theorists believe
we will never know which sector/market area will do best
Advocate spreading money across asset classes
Mullooly Asset Management September 2013
What is Rebalancing?Your advisor reviews your account and finds
one or two sectors have grown more than others
Sell what has grown to reinvest in what has dropped
So essentially…Sell what has been working, and add money
to what has not been working
Mullooly Asset Management September 2013
ProblemsAre you allocating:
Per global markets?By asset class?By sector?
Mullooly Asset Management September 2013
None of the securities mentioned in this (or any) podcast or video represent past specific recommendations of Mullooly Asset Management.
This video is NOT a recommendation to buy or sell any of the securities mentioned here.
If you’re relying on a podcast for investment advice, you are likely making a huge mistake.
We strongly urge our listeners to consult with their investment advisor before they make a decision to buy or sell any investment.
Mullooly Asset Management September 2013
Mullooly Asset Management, LLC
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