FMD Capital Management

Posts Tagged: rebalancing

Preparing Your ETF Portfolio For A Successful 2018

Written by David Fabian, January 02nd, 2018

Everyone starts out the New Year with a fresh metaphorical slate and the expectation that the next twelve months will be full of opportunity. This view is one that many investors are now embracing as we continue to experience expanding prices through the breadth of the current bull market.

The turning of the calendar is also a perfect opportunity to evaluate your positions and diligently prepare your portfolio for success. The following tips can help balance risk and shore up any holes in your existing asset allocation.

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It’s 13F Season Again – Are You Excited?

Written by David Fabian, February 17th, 2015

Getting a peek at some of the top holdings of the world’s most famous and successful investors seems like an exciting moment that should be celebrated on the caliber of the Fed meeting. However, there are some poignant facts you should know before you go making any changes to your portfolio based on these findings. Read more

Tips for Rebalancing Your ETF Portfolio

Written by David Fabian, December 02nd, 2014

The final month of the year is upon us and many ETF investors are likely considering making changes to their holdings as a result of annual rebalancing, required minimum distributions, or a change in their investment profile. These rituals can be an important step in ensuring you stay within your asset allocation targets and give you the ability to objectively analyze your underlying positions to see if any strategic changes should be made.

However, there are also several important factors to take into consideration before you make any drastic changes to your investment portfolio. Namely you should analyze the impact of taxes, transaction costs, and redistribution of capital to various asset classes in accordance with your outlook for 2015. Each investor has unique factors that contribute to their personal game plan for success.

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