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PP Tracking Error

Posted: Sat Aug 27, 2011 7:52 am
by EdwardjK
According to ETFREPLAY.COM, the PP is up 10.4% YTD.  However, that assumes you're able to maintain a strict 25% allocation across the four assets.

Frequent rebalancing will cause tax consequences and transaction fees that will eat into the return and cause a tracking error compared to a constant 25% allocation.  So what is the consensus opinion on frequency of rebalancing and rebalancing bands?

Thanks,

Ed

Re: PP Tracking Error

Posted: Sat Aug 27, 2011 10:00 am
by MediumTex
35%/15%.

Basically, Harry Browne's recipe.