Tag: portfolio rebalancing

Event-Driven Rebalancing: How Rate Hikes, Earnings, and Policy Change Your Portfolio

Event-Driven Rebalancing: How Rate Hikes, Earnings, and Policy Change Your Portfolio

Event-driven rebalancing uses real market events-like Fed rate hikes, earnings surprises, and policy shifts-to adjust your portfolio. It outperforms traditional methods during volatile periods and reduces volatility, but requires discipline to avoid false triggers and unnecessary trading costs.