A Conversation on Rebalance Timing Luck | ETF Trends

By Corey Hoffstein, Newfound Research

My guest today is … me. But rather than interview myself, my co-portfolio manager Nathan Faber joins the podcast to take the reigns.

In this episode, we talk all things rebalance timing luck. It’s been an obsession of mine for years and something we believe to be a dramatically misunderstood and outright ignored source of risk in portfolios.

We discuss how we first came across the topic, some recent research into it, important implications for the industry at large, and how we can try to solve for it.

I hope you enjoy the conversation.