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Notices, Resolutions, Simple Stock Ledger and Certificate New York  Form

Notices, Resolutions, Simple Stock Ledger and Certificate New York Form

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Studies have shown that a whopping 90% of your future investment returns depend on the asset allocation you choose for example a 60% stock 40% Bond portfolio versus a 70% stock 30% Bond portfolio but a another critical factor is how often you rebalance your portfolio for example would it be better to follow a calendar-based approach where you rebalance your portfolio either annually or monthly or maybe even quarterly or would it be better to follow an absolute rebalancing strategy so for example if stocks were to get say 5% over or underweight your portfolio I.E a 60/40 portfolio you would rebalance whenever the portfolio reaches 65% or 60 and if this is the best way to do it should you wait until the portfolio gets 5% off 10% off or maybe even 15% off finally would it be better to follow a relative rebalancing approach in this case you would look at the percentage of the overall allocation so for example a 60% stock portfolio at a 20% relative allocation so in this case you would reba

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