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Your Portfolio: The Rebalancing Act.

Authors :
Arends, Brett
Source :
Wall Street Journal - Eastern Edition. 6/28/2014, Vol. 263 Issue 150, pB8-B8. 1/2p. 1 Color Photograph.
Publication Year :
2014

Abstract

The article focuses on investment portfolio rebalancing. It states that analysts at mutual-fund Vanguard Group recommend rebalancing portfolios once a year and suggested rebalancing more often can increase costs and fails to reduce portfolio drift or volatility. It mentions that rebalancing can help reduce risks in volatile markets. It comments that while selling stocks or bonds can trigger taxable capital gains, portfolios held in tax-sheltered accounts like 401(k) will avoid the taxes.

Details

Language :
English
ISSN :
00999660
Volume :
263
Issue :
150
Database :
Academic Search Index
Journal :
Wall Street Journal - Eastern Edition
Publication Type :
News
Accession number :
96810488