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One general rule would be to rebalance whenever the actual asset allocation to a broad asset class varies at least 10% from the target allocation.
Fortunately there are a variety of tools available online that drill into you funds' holdings to calculate your actual asset allocation.
Similar(58)
But I wanted us to have a true charitable asset allocation — an actual pie chart so that we could be more deliberate about how we split things up.
Finally, by comparing the hypothetical returns of these investment policy portfolios to those of the newsletters' actual portfolios, I could determine the importance of the asset allocation decision.
Furthermore it is now well understood that, in the hierarchy of performance sources, asset allocation is king, explaining more than 100% of actual performance results.
None of the asset allocation letters currently recommends real estate.
The authors analyze the actual factors that drive investment decisions by surveying 322 individuals regarding their investment attitudes and an asset allocation experiment.
Your asset allocation should reflect your goals.
What's the right asset allocation?
Confusing diversification with asset allocation: Asset allocation goes beyond simple diversification.
His target asset allocation for fiscal 2008 is fairly similar to the allocation for 2007.
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