February 01, 2012 at 16:28 PM EST
How do you measure how far out of balance a portfolio is?
by David John Marotta Dear David, You write a lot about rebalancing your portfolio. How do you measure how far out of balance a portfolio is? What is too little to matter? What is too much and I should take action? Sleepless in Charlottesville I created a number which we use in our firm [...]
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