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Investing - Theory, News & General • Re: Rebalancing Daily or Annually?

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It depends on what you mean by optimal. Daily maintains the risk profile exactly. Longer intervals let winners run a little, so generally slightly higher returns.
If by “winners” you mean “stocks”, the higher returns are simply a consequence of having an average allocation heavier on stocks.

Statistics: Posted by Thesaints — Mon Dec 30, 2024 10:58 am



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