This Week on TRB

Here were the most read posts on TRB this week, in case you missed them: Is JP Morgan Out of Control? Notes from the Bloomberg Markets 50 Summit, Morning Session Notes from the Bloomberg Markets 50 Summit, Afternoon Session Frequency of Rebalancing: Why it matters (and why it doesn’t) Buying Umbrellas After the Storm Ten…

Frequency of Rebalancing: Why it matters (and why it doesn’t)

In a wide-ranging article about fundamentally-weighted indexes, Chris Brightman of Research Affiliates gets into some of the additional ways that a portfolio can be optimized. One of those optimization tools is being mindful about how frequently you’re rebalancing. Chris makes the important point that adjusting your frequency of rebalancing really won’t have much of an…