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Premium: The High-Priced Portfolio Rebalance


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


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