Broker Check
PORTFOLIO REALLOCATION AND REBALANCING

PORTFOLIO REALLOCATION AND REBALANCING

| April 07, 2021
Share |

Financial Concepts Unlimited, LLC (FCU) has recently reallocated and rebalanced a majority of its’ managed accounts and models.

 

The reallocation included the addition of an equity vehicle, an adjustment of the ratio between equity to debt (stocks to bonds), and further percentage adjustments to the other existing assets within each model.

 

The effect was to raise the ratio of stocks to bonds, while keeping a specific balance of value to growth equity styles, and at the same time, attempting to minimize the correlation, not just within the equity holdings, but between equities and bonds, while also mitigating risk and maintaining an appropriate risk profile for all models.

 

The effect, hopefully, is that we will be able to take advantage of the growth opportunities in the markets, while respecting and prioritizing the risk comfort levels of our clients.

 

Whether you’re an existing client, or someone who would like further information in regards to Financial Concepts Unlimited, LLC's services, we'd love to hear from you.

Share |