Tag
#portfolio-drift
2 articles
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Tracking a Model Portfolio: Model Versus Actual, Drift and Record-Keeping
A model portfolio is the intended holdings on paper. Tracking it means keeping a dated record of the model, comparing it with actual accounts, and explaining every gap.
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Measuring Portfolio Drift: How a Portfolio Wanders From Its Mandate
Portfolio drift is the slow, unintended shift of a portfolio away from its stated style, size, sector, and concentration limits. Here is how to measure it before it surprises you.
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