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How to Rebalance Your Portfolio
Rebalance timing can have a profound impact on the results of your strategy. People often aren't even aware that it could have such a profound impact. This affects strategically managed portfolios and tactically managed portfolios. It also affects option based portfolios and to the tune of hundreds of basis points of dispersion per year. The solution is something called staggered rebalancing, which says you buy stocks relative to their fundamental indices.