Automatic Rebalancing

Automatic Rebalancing

A strategy in which gaining investments in a portfolio are sold and the profits reinvested in an out-of-favor industry or stock. Because the out-of-favor stocks are not followed closely, they may be undervalued. Automatic rebalancing may therefore result in higher gains at the same level of risk.
References in classic literature ?
But Socrates, in Plato's Republic, is very wrong when he [1342b] permits only the Phrygian music to be used as well as the Doric, particularly as amongst other instruments he banishes the flute; for the Phrygian music has the same power in harmony as the flute has amongst the instruments; for they are both pathetic and raise the mind: and this the practice of the poets proves; for in their bacchanal songs, or whenever they describe any violent emotions of the mind, the flute is the instrument they chiefly use: and the Phrygian harmony is most suitable to these subjects.
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Let the reader picture to himself in bacchanal form, Salvator Rosa's battle.
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An automatic rebalancing strategy constantly adjusts the asset allocation of the fund based on the overall market valuation.
Don't let emotion skew investment decisions
On a day-to-day basis, the portfolios will be managed by the bank's tech partner SigFig, which creates algorithms to do automatic rebalancing and tax-loss harvesting.
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To keep fees lower, robos rely mostly on passive investment instruments such as ETFs and index funds, typically charging a few more basis points for services like automatic rebalancing and tax loss harvesting.
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4 million accounts, Principal Financial Group found that just 2% of participants making their own investment choices made use of an automatic rebalancing tool.
Growth Stocks
Automatic rebalancing: Automatic rebalancing of the portfolio is essential to maintain the asset allocation at predefined levels.
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The variable annuity's immediate attraction--at least for me, in the 1970s--was automatic rebalancing.
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But with their automatic rebalancing in March 2009-the bottom of the market--they rebalanced back into equities and made substantial gains on the way back up.
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Enables 100% uptime through automatic rebalancing and fault-tolerance, which ensure that there is no degradation to performance or availability.
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Additionally, automatic contribution escalation is now offered by 47 percent of plans (up from 17 percent in 2006) and automatic rebalancing is offered by 49 percent of plans (up from 27 percent in 2006).
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Automatic Rebalancing and Highest daily NAV Guarantee are the key customer friendly differentiators of Smart Performer
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