Analysis
Portfolio Rebalancing — Rebalancing Explained: What It Does and What It Costs
Rebalancing is risk control first: Vanguard’s 1926 through 2014 test puts the untended 50/50 portfolio at 13.2 percent volatility against 9.9 percent for the…
Author
Fatima Al-Rashid
Independent editorial contributor covering personal finance, investing method, payments and consumer money decisions.
Articles by Fatima Al-Rashid
Analysis
Index Funds vs Mutual Funds — Index Funds vs. Active Funds: The Honest Scorecard
The SPIVA scorecards and ICI fee data agree on the long-run record: most active funds trail, and costs explain much of why. The exceptions are narrow.