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Corey Hoffstein - Rebalance Timing Luck (S2E11)
Flirting with Models
The Impact of Rebalance Timing Luck on Portfolio Returns
The idea of rebalance timing luck is the impact on portfolio returns that can happen based upon when you rebalance a portfolio. This idea is really the most obvious in strategies that run some sort of systematic rebalance process. So without further ado, I'll step back from the host seat and let you take over.
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