Portfolio Construction
Calendar Rebalancing
Definition
What is Calendar Rebalancing?
RebalancingRestoring a portfolio toward its target weights by buying or selling assets. at fixed time intervals.
Example in practice
How This Looks in Practice
The portfolioThe complete collection of investments owned by an investor or managed under one mandate. returns to target weights every January and July.
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Related Terms
Portfolio Construction
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The complete collection of investments owned by an investor or managed under one mandate.
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A long-term target mix of asset classes based on an investor's objectives and constraints.
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A statistic ranging from minus one to plus one that describes how two return series move together.