What 'Back to the Future' Can Teach Us About Portfolio Rebalancing

Matthew J. Bartolini, CFA
Head of SPDR Americas Research, State Street Global Advisors

Source : FactSet, as of 02/28/2019. Calculation by SPDR Americas Research. US exposures as represented by the Wilshire 5000 Index, International Equity by MSCI EAFE Index, and bonds by Bloomberg Barclays US Aggregate Bond Index. All index returns used are total returns. Past performance is no guarantee of future results. Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income.