Rebalancing because the calendar has reached a specific date is not the best approach when it comes to growing your assets. Rebalancing according to what changes are currently happening in the market makes much more sense.

1. Mullooly Asset Management Podcast
September 18, 2013
Mullooly Asset Management September 2013

2. Related to Asset Allocation Models
 Many fundamental market theorists believe we will
never know which sector/market area will do best
 Advocate spreading money across asset classes
Mullooly Asset Management September 2013

3. What is Rebalancing?
 Your advisor reviews your account and finds one or two
sectors have grown more than others
 Sell what has grown to reinvest in what has dropped
So essentially…
 Sell what has been working, and add money to what
has not been working
Mullooly Asset Management September 2013

4. Problems
Are you allocating:
 Per global markets?
 By asset class?
 By sector?
Mullooly Asset Management September 2013

5. None of the securities mentioned in this (or any)
podcast or video represent past specific
recommendations of Mullooly Asset Management.
This video is NOT a recommendation to buy or sell any
of the securities mentioned here.
If you’re relying on a podcast for investment advice, you
are likely making a huge mistake.
We strongly urge our listeners to consult with their
investment advisor before they make a decision to buy or
sell any investment.
Mullooly Asset Management September 2013

6. Mullooly Asset Management, LLC
support (at) mullooly (dot) net
732-223-9000
www.mullooly.net
Mullooly Asset Management September 2013