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15
Oct
The Benefits of Rebalancing
Rebalancing is one of the keys to being a successful investor with the main benefits being managing risk and keeping the portfolio in balance. But in periods where market volatility is elevated, there is a possible additional added benefit. Watch this video to find out what it is. Let me know what you think.
Tags: Mark Matson, Market Volatility, Portfolio, Rebalancing
October 15th, 2009 at 3:56 pm
I talked about the benefits of rebalancing at my last Quarterly Investor Education Series. It was amazing to see the “light bulb” moment when my clients understood the purpose and reason for rebalancing.
October 15th, 2009 at 4:57 pm
Mark, is it possible to get that article to us? Talk about ammo to execute brokers and active management advisors! Great video!!
October 15th, 2009 at 6:16 pm
This was simply fantastic! I am posting this on http://www.johnpollock.tv I think I may be under charging?
October 16th, 2009 at 8:01 am
The presentation kept reverting back to start at the 3:24 mark so I couldn’t see it in its entirety.
Doug Alden
October 16th, 2009 at 8:46 am
Mark, many say that the recovery that we are embarking on will be a wild volatile ride with little real upside in the values of the benchmarks we watch. I agree with you that the rebalance discipline is just another way that we can bring return if the market is frustratingly lateral but we will have more horses in the barn when particular asset categories rise quickly.
I would also like to have that article as well as this short power point. This would make a great quarterly coaching “short” for my clients.
Keep up the good work!
October 16th, 2009 at 10:06 am
Mark, great stuff as usual. Thanks for all your hard work and research. Rebalancing is so key. Without it, we just are “another” advisor.
Here is the link from the Investment News article Mark is referring to: http://www.investmentnews.com/article/20090927/REG/309279988#
October 16th, 2009 at 11:22 am
Wow! Huge stuff Mark! Our clients need to hear this loud and clear to let them know we do things right period!
October 16th, 2009 at 11:40 am
Awesome stuff Mark! One of the best videos yet, THANK YOU!!
October 16th, 2009 at 12:26 pm
Thank you!!!!!! This is exactly what I had in mind when I asked Steve for a rebalancing presentation last Spring.
October 16th, 2009 at 11:02 pm
Now tell me, how do you get the clients to rebalance out of bonds when the $$ is not all systematically able to be rebalalnced. It takes an iron stomach. Not easy for investors indeed.
October 18th, 2009 at 2:06 pm
Mark,
Great stuff!!! We have been hammering this message out to our clients the last several months, infact we have a seminar in November on this very subject.
Greg
October 19th, 2009 at 8:26 am
Mark,
This is so timely!! Our investors now “get it” about why we urged them to stay disciplined. I think Joe Matson said it best that they will be clients for life after we helped them get through the 2007-08 bear market. Now we need to continue to educate, and this is a key point most investors don’t understand. Please have the powerpoint and a reprint of the article available.
John
October 26th, 2009 at 1:40 pm
Mark,
This is one of your all time best pieces, great information!
Thanks,
Bob
November 13th, 2009 at 10:06 am
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