Tag Archives: Portfolio Rebalancing

A ‘set-and-forget’ investment approach? Forget it!

No financial portfolio is an island.

Systematic, evidence-based investing often results in very little activity in a portfolio. It is wrong to think that this is the result of a ‘set-and-forget’ strategy. Wealthflow’s Investment Committee would be aggrieved at such a suggestion! Considerable effort goes on behind the scenes to allow this state of calm consistency to exist. The fortitude and […]

A Careful Balancing Act

I read an excellent column in last week’s FT which addressed the issue of portfolio rebalancing. This might sound a somewhat tiresome and technical subject but it is actually one of the fundamental elements of effective and disciplined portfolio management. The key point about portfolio rebalancing is to ensure that the spread and percentage of […]