just as dripping water bores through rock, asset rotation/rebalancing gradually increases the value difference between "good" ideas and "bad" ideas (in theory)
Show this thread
-
What’s “asset rotation/rebalancing”
e.g. selling stocks when they go up and buying when they down to maintain the same stock : cash ratio is portfolio rebalancing. if this happens at a macro level it can be thought of as a rotation. the cash is flowing around chasing different things
-
-
Thanks. Twitter will use this to make your timeline better. UndoUndo
-
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.