Trades Needed to Return to Target
This lesson is part of the course
In this lesson
You turn Maya's drifted portfolio back into its target mix: target values, buy and sell amounts, whole units to trade and the turnover.
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Lessons in this course
- Weights & Drift after a Year of Returns Locked
- Trades Needed to Return to Target Locked
- Calendar Rebalancing vs Never Rebalancing over 10 Years Locked
- Tolerance Bands: Absolute, Relative & the 5/25 Rule Locked
- Rebalancing with New Contributions Only (No Sells) Locked
- Transaction Costs & Minimum Trade Size Locked
- Tax-Aware Rebalancing: Realised Gains, FIFO vs HIFO Locked
- Rebalancing Bonus, Volatility Pumping & Risk Locked