Advanced Automatic Investor

[aptus]

Hello Tom,

That's a good question. I hadn't given any thought as to when to rebalance. The common wisdom is to rebalance every year or two at the beginning of the year. I lean towards rebalancing every two years (perhaps even every three years depending on your holdings).

But it would probably be better to rebalance at some point other than the start of each year (when everyone and their dog is rebalancing and concentrating on their portfolios).

However I don't have any data to support this, but would be interested in hearing if there is data available.

I decided to create this board so that I wouldn't be cluttering up Tom Veale's main board with cutting edge Automatic Investor stuff (which some AIMers might not consider to be AIM and others might consider all of the references to a specific software product, i.e. AI, to be blatant advertising).

As you continue to learn about optimization and Models, please feel free to post your ideas here.

Regards,
Mark.

http://www.automaticinvestor.com