#portfolio-rebalancing

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from24/7 Wall St.
2 days ago

The September Effect: Time to Sell or a Chance to Buy Low?

Dubbed the " September Effect," this phenomenon sees the S&P 500 averaging a negative 0.8% return since 1926, the only month with a consistent negative average over nearly a century. Theories abound as to why: from portfolio rebalancing by institutional investors to tax-loss harvesting and post-vacation market jitters.
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fromBusiness Insider
1 week ago

Buffett watchers cheer his latest bets - but wonder why he's sitting on so much cash

Berkshire Hathaway built a $1.6 billion UnitedHealth stake, sold Apple shares, increased cash holdings, and repurchased no shares, surprising some analysts.
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