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Market Tactics

Rebalancing perspective

17 April 2015

MARKET TACTICS: James Norrington applies an annual rebalancing methodology to the IC's 10 asset portfolio

Casting my eye over Investors Chronicle's 10-asset portfolio, I questioned whether the strategy was inherently any less risky than investing in a bog standard 60:40 split between FTSE 100 shares and UK gilts. With 10 per cent portfolio allocations made to emerging market shares, global real estate, commodities and smaller UK shares, I reasoned that the rather high exposure to volatile assets was unlikely to diversify away risk.

Recent articles

  1. Not yielding to temptation

    Not yielding to temptation

    By James Norrington | 13 March 2015

    In spite of some juicy dividends on offer if filters were relaxed, we’re sticking to the rules of the High-Yield System

  2. The CAPE factor

    The CAPE factor

    By James Norrington | 06 February 2015

    James Norrington looks at the latest in smart beta ETF products

  3. High-yield system holds up

    High-yield system holds up

    By James Norrington | 28 November 2014

    We've resurrected Investors Chronicle’s classic High-Yield System - and we've found that it holds up in periods of greater volatility

  4. Give your portfolio a Sortino sanity check

    Give your portfolio a Sortino sanity check

    By James Norrington | 26 September 2014

    The Sortino ratio is a simple but effect way investors can calculate the inherent risk in their portfolios. James Norrington explains how it works

  5. New and improved: the IC High Yield System

    New and improved: the IC High Yield System

    By James Norrington | 01 August 2014

    James Norrington revamps Investors Chronicle's classic High-Yield System, and finds that 75 years since its inception it still thrashes the benchmark

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