USSE Investment Strategies: The Need for More Frequent Rebalancing
Sunday, 8 September 2024, 12:00
Why USSE Needs Rebalancing
The Segall Bryant & Hamill Select Equity ETF, known as USSE, targets companies with high return on invested capital (ROIC) and emphasizes social responsibility. However, the current rebalancing frequency may hinder its potential.
Impact of Infrequent Rebalancing
- Infrequent adjustments may miss emerging opportunities.
- Market dynamics change rapidly; a reactive strategy is essential.
- Long-term investments can suffer without timely reallocations.
Investors should consider the implications of USSE’s strategy on their portfolios.
Benefits of Enhanced Rebalancing
- Increased responsiveness to market trends.
- Improved returns through proactive fund management.
- Attraction of socially responsible investors by showcasing adaptability.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.