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Corey Hoffstein - Rebalance Timing Luck (S2E11)
Flirting with Models
How to Minimize Timing Luck
There are two obvious ways to try to minimize this timing luck. The first is to try to control those three variables I spoke about. You could reduce turnover, you could increase your rebalance frequency or you could introduce some constraints into the portfolio. But I look at this as sort of being a fundamental change to the strategy itself.
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