Investing Insights cover image

What To Do With Your Cash Right Now

Investing Insights

00:00

The Role of Portfolio Research in Equity Investments

Less than 10% of the outstanding market cap is in those small styles, small values, small blend and small growth. So that's why we assign those limited roles. You would just have to make sure that you're keeping an eye on those allocations over time so that they're not getting out of balance. And you probably want to be rebalancing them once a year at least, or anytime the allocations get significantly out of Balance.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app