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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Skipperr who wrote (3955)3/9/1998 8:52:00 PM
From: sea_biscuit  Read Replies (1) of 42834
 
I would very much like to hear your arguement against Asset Allocators that position themselves in a certain % of stocks, bonds, and cash at specified intervals (quarterly, yearly, etc.).

I think you are talking about "dynamic asset allocation" here. I am not a big fan of that either. The only thing that seems reasonable to me is periodic re-balancing. It takes all the guesswork out of the investment process and enforces a discipline.

Periodic re-balancing usually necessitates small changes to the portfolio. And IMO, that is the way to go.

While frequent changes to the portfolio often prove counter-productive, occasional large-scale changes might prove counter-productive too. Brinker's strategy essentially rules out the former while claiming that there is merit in the latter. But I am one of those who think that neither will prove productive in the longer run.

Dipy.
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