{"title":"重新平衡你的投资组合,不要抛售","authors":"J. Bartroff","doi":"10.1080/07468342.2023.2228671","DOIUrl":null,"url":null,"abstract":"Summary How do you bring your assets as close as possible to your target allocation by only investing a fixed amount of additional funds, and not selling any assets? We look at two versions of this problem which have simple, closed form solutions revealed by basic calculus and algebra.","PeriodicalId":38710,"journal":{"name":"College Mathematics Journal","volume":"54 1","pages":"290 - 298"},"PeriodicalIF":0.0000,"publicationDate":"2023-05-20","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"Rebalance Your Portfolio Without Selling\",\"authors\":\"J. Bartroff\",\"doi\":\"10.1080/07468342.2023.2228671\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"Summary How do you bring your assets as close as possible to your target allocation by only investing a fixed amount of additional funds, and not selling any assets? We look at two versions of this problem which have simple, closed form solutions revealed by basic calculus and algebra.\",\"PeriodicalId\":38710,\"journal\":{\"name\":\"College Mathematics Journal\",\"volume\":\"54 1\",\"pages\":\"290 - 298\"},\"PeriodicalIF\":0.0000,\"publicationDate\":\"2023-05-20\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"College Mathematics Journal\",\"FirstCategoryId\":\"1085\",\"ListUrlMain\":\"https://doi.org/10.1080/07468342.2023.2228671\",\"RegionNum\":0,\"RegionCategory\":null,\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"Q4\",\"JCRName\":\"Social Sciences\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"College Mathematics Journal","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.1080/07468342.2023.2228671","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"Q4","JCRName":"Social Sciences","Score":null,"Total":0}
Summary How do you bring your assets as close as possible to your target allocation by only investing a fixed amount of additional funds, and not selling any assets? We look at two versions of this problem which have simple, closed form solutions revealed by basic calculus and algebra.