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As a Tech Investor how often do you rebalance your portfolio?

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Team Xstocks

| Jul 14, 2023

As a Tech Investor how often do you rebalance your portfolio?

Synopsis

Answers to difficult questions about portfolio rebalancing can be derived from a combination of research and experimentation. In this article, we will explore what strategies are effective and which ones are not suitable for investors who are unable to actively trade based on daily market fluctuations.

Portfolio Rebalancing for Dummies
If you are a tech investor in the US, you may be wondering how often you should consider rebalancing your portfolio. Well, we have some answers for you. Our research indicates that a quarterly rebalanced US tech portfolio significantly outperforms portfolios rebalanced weekly or monthly over an extended period of time. The research and results can be found at XStocks with a Sharpe ratio of 0.8 which is not bad for a long only portfolio.

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