2024-06-20 11:25:00 ET
Summary
- There are countless ways to engage in opportunistic portfolio rebalancing analytics, but a good way to start is by profiling performance.
- For US equities, the case for tamping down expectations looks persuasive.
- US Treasuries are starting to show an upside bias lately.
The Case For Portfolio Rebalancing Looks Compelling
By nearly any measure you cite, US equities are enjoying a stellar run. Despite numerous global risks, investor sentiment for American shares is resilient. The question, as always, is when is it timely to take some of the winnings and redeploy to other assets classes?...
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The Case For Portfolio Rebalancing Looks Compelling