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The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process

The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process

FromExcess Returns


The Hidden Benefits of Rebalancing - And Some Tactics to Optimize the Process

FromExcess Returns

ratings:
Length:
18 minutes
Released:
Jul 4, 2021
Format:
Podcast episode

Description

Investors will seek any type of edge they can find. Many run complicated models to try to generate an excess return. Others endure the pain that generating long-term excess returns using factors often entails.
But sometimes the easiest ways to boost returns are also the most simple. 
In this episode, we look at the rebalancing premium and how properly rebalancing a portfolio can outperform the returns of the assets within it. We look at why rebalancing works and discuss some tactics that can increase its effectiveness. 
We hope you enjoy the discussion. 
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
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https://www.validea.com
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https://blog.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
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FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
Released:
Jul 4, 2021
Format:
Podcast episode

Titles in the series (100)

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.