Introduction to the Video

Strategic asset allocation—predicting which asset classes will perform well—often grabs headlines in financial media, but former hedge fund manager Victor Haghani argues that a simpler, more disciplined approach is better for most investors.

In this video, Haghani explains the value of selecting a static asset allocation that aligns with your risk tolerance and sticking with it over the long term. This straightforward strategy avoids emotional decision-making and keeps your portfolio on track without unnecessary complexity.

The video also highlights the importance of rebalancing. Over time, as markets shift, your asset allocation naturally drifts. Rebalancing restores your portfolio to its original allocation, ensuring you maintain the right level of risk. While the frequency of rebalancing—whether quarterly or annually—is less critical, Haghani stresses that it should be done regularly and with discipline, avoiding market speculation.

For investors seeking a practical, effective way to manage their portfolios, this video provides clear guidance: choose your asset allocation wisely, rebalance periodically, and resist the urge to second-guess the market.

Disclaimer: This video does not constitute financial advice. We recommend that you speak to a qualified financial planner for advice tailored to your individual circumstances and goals. Financial markets may go up or down, and you are not guaranteed a return on your investment. Past performance is not necessarily a guide to future performance.