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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Investment Account Manager 2: Recent Review by AAII
Here is a recent review of our software that was conducted by Hareesh N. Jayanthi who is an assistant financial analyst at AAII. If you’re unfamiliar with AAII, they are one of the best resources to get unbiased facts and effective knowledge about investing.
Hareesh N. Jayanthi is an assistant financial analyst at AAII and is part of the staff of Computerized Investing, the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management. As a financial columnist for AAII, Hareesh writes a variety of commentaries ranging from reviews of products to analysis of model portfolios and stock screens.
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