Determining your asset allocation is paramount to the long-term success of your investments.

Dynamic Rebalancing affords an opportunity to Adhere and Harvest or to help maintain consistent adherence to target allocations while seeking to harvest realized gains from short-term volatility of the specified targets. This can also include intraday volatility where wild swings can occur in both directions and perhaps close unchanged for the day as per the cartoon. This methodology is also implemented without any potential impact to the underlying investments.

Determining one’s asset allocation is paramount to the long-term success of its investment program. It sets forth an optimal risk/return for the overall assets. A key challenge is when do you rebalance? Our methodology is designed to help consistent adherence to stock and bond target allocations while also seeking to harvest realized gains from short-term volatility of the targets when they occur.

Discover more about the value of incremental realized gains harvested from short-term volatility in our new whitepaper – The Case for Dynamic Rebalancing.

We revisited The Case for Dynamic Rebalancing “Adhere and Harvest” again in a whitepaper in September 2022.