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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.

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