Investment Perspectives

Craig Israelsen on Rebalancing Craig Israelsen has published many important studies on asset allocation, including his 712 model which I have made great use of in my investments.  He has conducted a number of studies on rebalancing.  The bottom line is that it pays to rebalance every 3 months or 12 months if you do so for periods greater than 10 years. If have used such a process myself working with my financial advisor and it has worked well for me. Here are two articles by Craig in the following link.  One is a set of lecture slides and the second is an article he published in Financial Planning.  Many thanks to Craig for providing permission to share. https://tinyurl.com/IsraelsenRebalance This contrasts with the advice provided in the AAII Journal on rebalancing.  I recommend going with Craig's advice. https://www.aaii.com/journal/article/10368-rebalancing-update-the-markets-volatility-eliminated-the-need-to-adjust-allocations

Investment Perspectives Blog Volume 1 Issue 1 September 16, 2018 Tony Hausner Blog Introduction I have recently retired as a board member of the American Association of Individual Investors (AAII) Metro Area DC Chapter. I served on the board for 18 years, both as past president and for many years as Program Co-Chair.   This provided me an opportunity to meet many top investment experts who came to speak at our chapter.   I also served for 6 years as Chair of the Chapter Leaders Executive Committee. AAII has about 50 chapters in the larger cities in the U.S. I am still a lifetime member of AAII which has many valuable resources.   I have learned a lot via AAII.   I have just started a facebook page:  https://www.facebook.com/thausnerinvest/ on which several articles, etc have been posted.   I have also created a twitter account: https://twitter.com/thinvestmentpe1 (or @thinvestmentpe1) I will post more frequently on twitter as it is easier to share such mes