Keeping it Simple with Simplify Asset Management cover image

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

Keeping it Simple with Simplify Asset Management

00:00

The Tilting of Windmills

March rebalancing has gotten lucky a couple of times over the last decade. Lots of advisors might rebalance their clients at year end. The performance for those clients might be very different if it was rebalanced in the middle of the year. It certainly affects option based strategies where you might have say a quarterly reset.

Play episode from 09:46
Transcript

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