Dynamic Rebalancing

Weiss, Gerald R.
February 2001
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p100
Academic Journal
Investigates the benefits of dynamic rebalancing, which is a technique that uses the fixed income portion of the client's retirement portfolio for cash flow withdrawals during stock market declines. Application of the Monte Carlo retirement analysis; Comparison between annual and dynamic rebalancing; Examples that illustrate rebalancing strategies.


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