Højere afkast og lavere risiko med rebalancering

10. juni 2021

Bruger du rebalancering? Hvis ikke, bør du måske overveje det, for det kan føre til lavere risiko og højere afkast. Det fortæller Jens Balle mere om i en ny video.

Rebalancering handler om at “gå tilbage” til sin oprindelige porteføljesammensætning/risikoprofil. Har man en portefølje fordelt mellem aktier og obligationer, skal man efter gode aktieår sælge aktier og købe obligationer. Efter dårlige aktieår skal man i stedet købe aktier og sælge obligationer. På den måde kommer du til at købe billigt og sælge dyrt – det mange investorer gerne vil 🙂

Hør med her:

Vil du vide mere kan du også se denne video med Barry Ritholtz, hvor han også taler om rebalancering.

Kilde: Bloomberg

Disclaimer:

Investering kan være behæftet med risiko, hvorfor vurderinger og evt. anbefalinger kan være forbundet med risiko. Kommentarer og analyser er baseret på informationer, som Average Joe finder pålidelige, men vi påtager os ikke ansvar for disse informationers rigtighed eller for dispositioner foretaget på baggrund af informationer eller vurderinger indeholdt i anbefalinger og analyser. Læsere opfordres til selv at analysere og undersøge materialet på bloggen med hensyn til pålideligheden af kilden og fortolkninger og antagelser.

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Højere afkast og lavere risiko med rebalancering

Få mail når der er nyt​

Podcast om investering

Bliv en bedre investor

Når hulemænd investerer

Står vi foran ny finansiel krise?

Aktier svinger ikke mere

Tid i markedet betyder mest – 2022 edition

Få mail når der er nyt