Tag Archives: rebalancing

Bond funds have generally been on a total return “tear” the past several years, given the sharp decline in U.S. Treasury yields.

Bond fund cash flows have been solid, especially into corporate and municipal bond funds, which tend to carry …

A Wall Street Journal report, published on February 21, notes that small-capitalization stock prices, as measured by the Russell 2000 Index, are nearing an all-time high. But investors aren’t pouring money into small-cap stocks.

The story, “Small-cap rise is big …

Given all the market volatility, a lot of folks are wondering about whether now might be the right time to rebalance their portfolio.

Vanguard researchers present an in-depth discussion of rebalancing in this paper. This analysis emphasizes that historically, …

I’ve been investing in stocks through mutual funds for more than 30 years. I’ve known all along that periodic swoons come with the territory. I’ve experienced the October 1987 crash, the 2000–2002 bursting of the tech-stock bubble, and the kerflop …

You probably know that Vanguard advocates periodic rebalancing as a way to manage risk in investment portfolios.

Our Investment Counseling & Research Group, overseen by my fellow blogger John Ameriks, has written a detailed white paper on rebalancing. John weighed …

Of all the generally accepted investment concepts called into question by the recent market environment, it seems to me that rebalancing is pretty close to the top of the list.

During late 2008 and early 2009, rebalancing your portfolio to …

From the Wall Street Journal (subscription required) to the cartoon people interviewed on TV with zippy music, a recent theme in the financial press is that it’s “madness” to build a portfolio using the traditional method of setting an asset …

One of the biggest frustrations for investors is that there is one huge factor no one can control—the returns that the financial markets are going to provide in any given stretch of time.

When we first start investing, we probably …

The idea of not making any market moves is based on the assumption that before the bear market started and the recession kicked in, you were rational and had put together a balanced portfolio — diversifying your risks and reflecting your risk tolerance.

Universal lessons are just that: they apply to everyone, or almost everyone. Sometimes, though, even knowledgeable people stray from what they know to be the better decision.