TITLE

Dynamic Rebalancing

AUTHOR(S)
Weiss, Gerald R.
PUB. DATE
February 2001
SOURCE
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p100
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
4089332

 

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