GlossaryETFs & Index Funds
Rebalancing
Periodically adjusting a portfolio back to its target mix as some holdings grow faster than others.
Appears in these guides
- RebalancingPortfolio Construction
- Asset AllocationPortfolio Construction
- ISAsBrokers & Accounts
- Portfolio Models: 60/40, Three-Fund, Core-Satellite & Target-DatePortfolio Construction
- Portfolio Risk: Exposure, Scenario Losses and Model LimitsRisk Management
- Sector ETFs: Classification, Concentration and OverlapETFs & Index Funds
Related terms
Related lessons
intermediateETFs & Index Funds
SPY: The S&P 500, the Fund and the Traded Share
Use SPY as a US-listed ETF case study to separate benchmark rules, fund ownership and exchange prices, with worked examples of weighting, costs and total return.
intermediateETFs & Index Funds
Bond ETFs: Income, Duration and Market Prices
Separate a bond ETF share from its underlying bonds, then work through rate sensitivity, credit risk, distributions and the difference between market price and NAV.
Ironclad Research provides educational content only. Nothing on this platform is financial advice, a recommendation, or an offer to buy or sell any security. Always do your own research and consider professional advice before making financial decisions.