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At the Money: Using Volatility to Rebalance Portfolios

At the Money: Using Volatility to Rebalance Portfolios

FromMasters in Business


At the Money: Using Volatility to Rebalance Portfolios

FromMasters in Business

ratings:
Length:
13 minutes
Released:
Mar 27, 2024
Format:
Podcast episode

Description

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their portfolio. Or as she describes it, “add low, trim high.”See omnystudio.com/listener for privacy information.
Released:
Mar 27, 2024
Format:
Podcast episode

Titles in the series (100)

Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.