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Keeping it Simple | Ep. 21: Do I Feel Lucky?

Keeping it Simple with Simplify Asset Management

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The Immaculate Rebalance Strategy

In 2009, Research Affiliates outperformed the S&P 500 by 1,000 basis points with a strategy that rebalanced in March. In 2010, some researchers from Robico wrote a paper asking why not just run it? This is running it. How frequently are you rebalancing in the year? You can understand why this in certain circles became known as the immaculate rebalance.

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