Hello:
For those of you who follow mirrored asset location (a separate topic for discussion/debate), if you also rebalance according to bands and not at set time intervals, do you consider each account separately, or do you look at the whole portfolio in determining whether you are still within your given bands, and why? It seems to me that mirroring may require looking at each account’s bands separately, otherwise one runs the risk of no longer mirroring. Or, perhaps one could look at the whole portfolio but have a narrower set of bands? Thank you for any thoughts you might have on this.
For those of you who follow mirrored asset location (a separate topic for discussion/debate), if you also rebalance according to bands and not at set time intervals, do you consider each account separately, or do you look at the whole portfolio in determining whether you are still within your given bands, and why? It seems to me that mirroring may require looking at each account’s bands separately, otherwise one runs the risk of no longer mirroring. Or, perhaps one could look at the whole portfolio but have a narrower set of bands? Thank you for any thoughts you might have on this.
Statistics: Posted by thatdarnfish — Sat Aug 24, 2024 6:37 am — Replies 5 — Views 299