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Globe and Mail article today “When to rebalance”


<img src="when to rebalance.jpg" alt="rebalance" />From todays Globe and Mail “When to rebalance“.

“Investors also should review brokerage statements as they come out, advises Doug Cronk, a Vancouver-based pension fund officer. “The fine print on the back of the statement says something like: ‘Review within 30 or 60 days, or we wash our hands of any errors,’” notes Mr. Cronk, who also writes the Institutional Investing for Individual Investors blog.”

See also: Dec 15, 2011 plus 10 other ‘Rebalancing’ articles by selecting ‘Categories’, then ‘Rebalancing’.

Next time?  More Risk Management.

Doug Cronk CFA is Manager, Investments for a Canadian Pension Plan

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