The equity market has trended upward. Your equity exposure, which was $600,000 of a total portfolio of
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Question:
The equity market has trended upward. Your equity exposure, which was $600,000 of a total portfolio of $1,000,000 has increased by 20%. Your overall portfolio, which contains equity, debt and some cash is now valued at $1,150,000. You have to determine if it is time to rebalance your portfolio and follow a new investment strategy.
1) Assuming a steadily rising market, the best strategy is :
A. Buy and Hold
B. Constant Mix
C. CPPI
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