Saturday, April 23, 2016

Growth vs Value Re-Balance

gazingstocks; growth vs value; growth; value
When the blue line is going up, growth stocks are working. When it is going down value stocks are working.
Re-balance your portfolio when the green line goes above 50 and then goes below it.

Or when the green line goes below -50 and then goes above -30. There is an orange line at -30 to show the transition. The +50 and -50 on the green line are extreme zones indicating a transition. No need to re-balance if the difference between the position weights from the desired weight is less than 1%. This will reduce unnecessary transactions.

This chart will be published weekly on the "charts" tab. The reader can use this to decide if they want to re-balance their portfolio between growth and value holdings. Rather than re-balancing based on an arbitrary time cycle, this method should give more precision in re-balancing the portfolio.

Note: If you are unable to see the chart on IE, you need to view the site on google chrome, Safari or Firefox.






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