Mid-Year Rebalancing Tips for Effective Portfolio Management

 

 

With the calendar having just passed the midway point of 2018, now might be an ideal time to review your portfolio, and identify if any rebalancing changes may be necessary to stay consistent with your long-term goals.

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Craig L. Israelsen, Ph.D.

www.7TwelvePortfolio.com

There are two engines of growth in an investment portfolio:  (1) the contributions made by the investor, and (2) the rate of return generated by the portfolio itself.  The question is this:  which has the greater impact?  The answer is based on your age…

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As an investor, it’s important to understand the relations between risk and returns. Some investments come with a quick return ‘promise’ while other investments may lead to a larger risk. Make sure you are aware of how to evaluate your risk appetite.

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When you’re young, it’s easy to fall into the trap of thinking there’s no rush to save for retirement. But before you know it, you may find yourself in your 50s or 60s, and nowhere near your retirement savings goal. Even those who started saving early on may have concerns about saving enough for their retirement years.

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With December upon us, and 2017 nearly at end, investors might find this an ideal time to review their portfolio holdings and make necessary rebalancing changes for long term goals.  This article will review the importance of rebalancing and how to accomplish this crucial portfolio management task. (more…)

The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns.

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The world of online portfolio management has seen a lot of turbulence lately. From the Equifax breach to Google Finance’s recent announcement that it will no longer house your portfolio, many investors have been left scrambling to find better ways to protect and manage their financial information. (more…)

The SEC will adopt an amendment to shorten the standard settlement cycle for most broker-dealer securities transactions by one business day. What was once known as T+3 will become T+2 on Monday, September 5.

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Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
Summer 2017

The well-known Callan chart (Periodic Table of Investment Returns by Callan Associates) visually depicts the year-to-year performance of various asset classes and has been an incredibly value contribution to the literature of finance.

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Unified investment account management is extraordinarily important in order to achieve investment success.

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