Comments on: Increased My XIC Position http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/ Not just another (Canadian) financial blog Wed, 03 Dec 2008 07:26:03 +0000 http://wordpress.org/?v=abc By: Al Brockman http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7692 Al Brockman Sat, 26 Jan 2008 00:39:21 +0000 http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7692 Hi - One reference on rebalancing frequency is <a href="http://www.dividendgrowth.org/Essays&Studies/OptimalRebalancingFrequencyforBond&StockPortfolios.htm" rel="nofollow">this one</a> From the FPA Journal. Hi - One reference on rebalancing frequency is this one

From the FPA Journal.

]]> By: Dave http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7687 Dave Thu, 24 Jan 2008 16:59:14 +0000 http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7687 Al, I should note that my portfolio is never really rebalanced in the traditional sense of the word because I am never selling, only buying. It wouldn't surprise me if rebalancing (selling some things and buying others) would not produce better results simply because of transaction costs. But are those studies saying that if we completely ignore transaction costs rebalancing still gives no benefit? I find that a bit hard to believe, but I have an open mind. Please provide some links to some studies for us all to share! Al, I should note that my portfolio is never really rebalanced in the traditional sense of the word because I am never selling, only buying. It wouldn’t surprise me if rebalancing (selling some things and buying others) would not produce better results simply because of transaction costs.

But are those studies saying that if we completely ignore transaction costs rebalancing still gives no benefit? I find that a bit hard to believe, but I have an open mind. Please provide some links to some studies for us all to share!

]]> By: Dave http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7686 Dave Thu, 24 Jan 2008 16:55:49 +0000 http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7686 Al, I've sent you my spreadsheet. If anyone else wants it, post here with your email address (only I will see it) or contact me via my <a href="http://www.investingintelligently.com/contact-me/" rel="nofollow">contact form</a>. Al, I’ve sent you my spreadsheet. If anyone else wants it, post here with your email address (only I will see it) or contact me via my contact form.

]]> By: Al Brockman http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7681 Al Brockman Thu, 24 Jan 2008 12:27:55 +0000 http://www.investingintelligently.com/2008/01/23/increased-my-xic-position/#comment-7681 Hi - Very interesting. As with many others, rebalancing is a very necessary task. I have heard, however, of some recent studies that indicate regular/frequent rebalancing does not necessarily produce better results. I would be very interested in seeing your spreadsheet - I'm always looking for a better way. As far as being hard to use, I have been using Excel for over 20 years (I was an original beta tester) so I'd give it a shot. Thanks for the article Hi - Very interesting. As with many others, rebalancing is a very necessary task. I have heard, however, of some recent studies that indicate regular/frequent rebalancing does not necessarily produce better results. I would be very interested in seeing your spreadsheet - I’m always looking for a better way. As far as being hard to use, I have been using Excel for over 20 years (I was an original beta tester) so I’d give it a shot.

Thanks for the article

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