Portfolio Management

A portfolio manager who believes equity securities are overvalued in the short term reduces the weight of equities in her portfolio to 35% from its longer-term target weight of 40%. This decision is best described as an example of:

a. rebalancing.

b. strategic asset allocation.

c, tactical asset allocation.

The answer is tactical asset allocation. I am confused about how to differentiate between rebalancing and tactical asset allocation. Since rebalancing is periodically adjusting back to tactical allocation…

There. That looks better.

makes more sense now. thanks!

You’re quite welcome.