A key premise to the success of the Paritas Global Wealth Strategy is that small changes in the portfolio’s allocation can, over time, potentially enhance its total return. Collectively, all these small changes allow us to rebalance the risk every month while still efficiently minimizing the impact of taxes. For every trade that occurs...
Rebalancing is a critical component of the success of Paritas’ Global Wealth Strategy since the investment decision-making process is focused on balancing risk
to achieve higher and more consistent rates of returns over the long-term.