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Best practices for portfolio rebalancing - Vanguard

The Bestbuck stopsfor practices here: Vanguard money market funds portfolio rebalancing Vanguard Research November 2015. Yan Zilbering; Colleen M. Jaconetti, CPA, CFP ; Francis M. Kinniry Jr., CFA. The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns. Over time, asset classes produce different returns that can change the portfolio 's asset allocation. To recapture the portfolio 's original risk-and-return characteristics, the portfolio should therefore be rebalanced. In theory, investors select a rebalancing strategy that weighs their willingness to assume risk against expected returns net of the cost of rebalancing .

2 Notes on asset-return distributions and risk The asset-return distributions shown here represent Vanguard’s view on the potential range of risk premiums that may


  Practices, Best, Portfolio, Best practices for portfolio rebalancing, Rebalancing, Vanguard




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