Omar Aguilar · Masters in Business · Using Decision Science in Investing: Masters in Business with Omar Aguilar
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Use an equal-weighted portfolio as a rebalancing target: when a position deviates, buy the underweight and sell the overweight to return to equal weight
“You don't want to, for instance, sell Commonwealth bank shares and then buy back the exact same number... but if you're rebalancing the portfolio at the same time, then that's certainly above board”
“Return chasing is a gradual thing … you get more and more overweight equities as returns improve, then unload as they worsen.”
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
“Sell if you would not be buying today… you should own the optimal weighting for what you think you own”
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