Business, Legal & Accounting Glossary
An investment strategy in which the portfolio’s composition by asset class is maintained at a certain level through periodic adjustments. When the balance is upset, it is periodically restored by moving money from overperforming assets to underperforming ones. This system prevents one asset class from dominating the portfolio. This is one way to maintain a desirable asset allocation.
variable ratio plan
ratio
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This glossary post was last updated: 23rd October, 2021 | 0 Views.