Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial
Premium

Premium: The High-Priced Portfolio Rebalance

HighPriced-PF.jpg

In 2017, we introduced a strategy of building a portfolio of stocks that was based purely on their absolute price without any reference to any other metric. We rebalanced this portfolio once a year, in the 4th week of April.

This post quickly reviews how this strategy has been performing and makes the 2020 rebalance.

Earlier Posts:

2017: Strategy Introduction: It pays to invest in expensive stocks

2018:

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial