ASSET PORTFOLIO REBALANCING TOOL
Review: 5 - "A masterpiece of literature" by , written on May 4, 2006
I really enjoyed this book. It captures the essential challenge people face as they try make sense of their lives and grow to adulthood.

ASSET PORTFOLIO REBALANCING TOOL

Available: In Stock
$25.00

AS AN IDEAL COMPENDIUM TO OUR ASSET ALLOCATION MODEL (OR AS A STANDALONE), THIS FULLY EDITABLE MODEL MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD TO MEET SPECIFIED TARGETS. It also allows increasing/decreasing volumes and changing % weights to the lowest level of detail. Up to 32 foreign currencies supported. It comes with sample data.

Rebalancing is the process of realigning the weightings of an asset portfolio. Rebalancing involves periodically buying or selling assets to maintain an original or desired level of asset allocation or risk. For example, say an original target asset allocation was 50% stocks and 50% bonds. If the stocks performed well during the period, it could have increased the stock weighting of the portfolio to 70% and reduced the bond's to 30%. The investor may then decide to sell some stocks and buy bonds to get the portfolio back to the original target allocation of 50/50. Rebalancing gives investors the opportunity to sell high and buy low, taking the gains from high-performing investments and reinvesting them in areas that have not yet experienced such notable growth or that are generating losses. Rebalancing is highly recommended at least once a year, but not too often, to keep your transaction costs down.

AS AN IDEAL COMPENDIUM TO OUR ASSET ALLOCATION MODEL (OR AS A STANDALONE), THIS FULLY EDITABLE MODEL MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD TO MEET SPECIFIED TARGETS. It also allows increasing/decreasing volumes and changing % weights to the lowest level of detail. Up to 32 foreign currencies supported. It comes with sample data.

Rebalancing is the process of realigning the weightings of an asset portfolio. Rebalancing involves periodically buying or selling assets to maintain an original or desired level of asset allocation or risk. For example, say an original target asset allocation was 50% stocks and 50% bonds. If the stocks performed well during the period, it could have increased the stock weighting of the portfolio to 70% and reduced the bond's to 30%. The investor may then decide to sell some stocks and buy bonds to get the portfolio back to the original target allocation of 50/50. Rebalancing gives investors the opportunity to sell high and buy low, taking the gains from high-performing investments and reinvesting them in areas that have not yet experienced such notable growth or that are generating losses. Rebalancing is highly recommended at least once a year, but not too often, to keep your transaction costs down.

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