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Why Quarterly Rebalancing Isn't Always Necessary

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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 …

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.

Published in: Economy & Finance, Business
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  • 1. Mullooly Asset Management Podcast September 18, 2013 Mullooly Asset Management September 2013
  • 2. Related to Asset Allocation Models  Many 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
  • 3. 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
  • 4. Problems Are you allocating:  Per global markets?  By asset class?  By sector? Mullooly Asset Management September 2013
  • 5. 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
  • 6. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management September 2013

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