Tag: rebalancing

  • Morningstar 2008: Accentuate the cognitive

    This morning Bill Bernstein, a former neurologist who has since become a financial guru and founded EfficientFrontier.com, gave a free-form talk about his investment approach. Various rebalancing tactics were examined in order to take advantage of differences in return that exist among asset classes. “I believe threshold rebalancing is better than calendar rebalancing — but […]