The fund was one of our best performers last year and paid a large distribution at the end of the year. We've actually been taking money out of it, but over the past six months or so, as inflation has dropped, the commodity sector has also dropped. And so it is now at a low point and we are buying more of it. The thing about rebalancing is it never feels like the right thing to do because you are selling your winners and buying your losers. But that's why it's the exactright thing to do.
In this episode we close out Season Three with a discussion of the annual rebalancings we performed last week on four of the Sample Portfolios -- the All Seasons, the Golden Butterfly, the Golden Ratio and the Risk Parity Ultimate.
It's nitty and its gritty.
Link to Portfolios Page: Portfolios | Risk Parity Radio
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