Rebalancing Premium

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Rebalancing Premium, every show

CAPITAL ALLOCATORS Assertion Supported
Bisserier: Balanced index achieves 1% rebalancing premium over underlying components
“What we found is that the average portfolio return is about a percent higher than the average returns of the components. And that comes from a rebalancing benefit that you're consistently buying assets that have fallen in the process of rebalancing and selling…”
Damien Bisserier Mar 1, 2021 ▶ 27:23 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)

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