During a Smallcase rebalance, along with the original portfolio changes suggested by the creator - there are some minor changes that take place in order to match the weightage of the model portfolio . These minor changes are referred to as "Incremental Changes".
#smallcase #rebalance #incrementalchanges
This video explains
(1) What incremental Changes are ?
(2) Why do Incremental Changes Happen with an Example ?
(3) How to avoid this and rebalance your smallcase the correct way ?
Chapters
00:00 Introduction
00:37 How Rebalance Works ?
01:39 What are Incremental Changes (Example)
04:04 Why should you avoid incremental changes ? Is there a commercial Impact ?
04:54 LIVE Demo of How to Rebalance the Correct Way / Avoid Incremental Changes ?
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https://docs.google.com/spreadsheets/d/1jerUzPynyv67cSq9JgGe3v3BjLYBYFVIaPzsEzZNavg/edit?usp=sharing
#askweekendinvesting is a QnA based weekly series premiered every Friday. This series is initiated to try and cover the most frequently answered questions investors have.
Round 1 - https://youtu.be/Jc9tZnz183k
Round 2 - https://youtu.be/eZIcuwK5VN8
Round 3 - https://youtu.be/84xxfOP12Lc
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