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Discuss and Research Stocks 美股美国股票投资交易研究

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As a reminder, the theory behind a rebalancing trading strategy is that, as the value of assets moves over the course of a month or quarter, pension funds and other institutional investors need to make offsetting trades to put their asset mix back in line with allocation targets. So if stocks outperform bonds over the course of the month/quarter, we’d expect bonds to deliver superior returns over the last week of trading as pensions buy them while selling equities.