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cover of episode At the Money: Using Volatility to Rebalance Portfolios

At the Money: Using Volatility to Rebalance Portfolios

2024/3/27
logo of podcast Masters in Business

Masters in Business

Shownotes Transcript

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their portfolio. Or as she describes it, “add low, trim high.”

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