Rethinking the ‘rebalancing’ rule book
From MarketWatch.com - Top Stories
January 29, 2013 - 10:35am
Instead of rebalancing portfolios, some pros are staying overweight on stocks this year. Like many market pros, Paul Winter usually becomes a seller after a strong year of stock gains. The logic, says the Salt Lake City-based financial adviser: Clients need to “rebalance,” or trim back, their exposure to stocks to keep them from becoming a too big—and too risky—slice of their portfolios.
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