Weights & Drift after a Year of Returns
This lesson is part of the course
In this lesson
You grow Maya's five-asset portfolio through one year of returns, measure the new weights and find which asset class drifted furthest from its target.
Buy the course once for $9.99 to unlock every lesson and lab, the final exam and the certificate – lifetime access, no subscription.
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