Scott Willenbrock

  1. Diversification Return, Portfolio Rebalancing, and the Commodity Return Puzzle.

    Authors: Scott Willenbrock
    Subjects: Portfolio Management
    Abstract

    Diversification return is an incremental return earned by a rebalanced
    portfolio of assets. The diversification return of a rebalanced portfolio is
    often incorrectly ascribed to a reduction in variance. We argue that the
    underlying source of the diversification return is the rebalancing, which
    forces the investor to sell assets that have appreciated in relative value and
    buy assets that have declined in relative value, as measured by their weights
    in the portfolio.

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