Dynamic Rebalancing

Dynamic Rebalancing in Action

Dynamic Rebalancing in Action

S&P 500 – Technology Bubble

Market Extremes

S&P 500 February 28, 1999
S&P 500 February 28, 1999
S&P 500 September 30, 2002
S&P 500 September 30, 2002

 

 

 

 

 

 

 

 

S&P 500 – Credit Crisis

Signal Confirmation

S&P 500 February 28, 2009
S&P 500 February 28, 2009
S&P 500 March 31, 2009
S&P 500 March 31, 2009

 

 

 

 

 

 

 

 

Stocks vs. Bonds

Early Confirmation From Concurrent Signals Across Asset Classes

Large Cap Value Stocks September 30, 2011
Large Cap Value Stocks September 30, 2011
Long Treasury Bonds September 30, 2011
Long Treasury Bonds September 30, 2011

 

 

 

 

 

 

 

Dynamic Rebalancing Legend

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Past performance provides no assurance of future returns