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https://intelligent.schwab.com/public/intelligent/insights/blog/why-we-update-portfolio-allocations-and-efts-each-year.html

Why We Update Portfolio Allocations and ETFs Each Year

2020-06-25 14:48:04, , source

Content Categorization
/Finance/Investing

Word Count:
898

Words/Sentence:
26

Reading Time:
8.98 min

Reading Quality:
Advanced

Readability:
16th or higher

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Over time, ETF providers have tended to reduce their ETF expense ratios, which has given us an opportunity to replace a few ETFs each year with others in the same asset class but with lower expense ratios, helping to further lower the cost of investing for you.

While informed asset allocation and portfolio construction can be a daunting task for individual investors, Schwab Intelligent Portfolios provides access to the benefits of professional management to do this complex work for you as part of helping you work toward achieving your goals.

We're keeping your portfolio current so you don't have toThe result of our annual asset allocation and ETF review is to help make sure your portfolio continues to reflect the long-term investment landscape to keep it aligned with your risk profile.

For example:

An increase in long-term expected returns for asset classes in your portfolio would tend to positively impact your goal status or raise your probability of success, if everything else remained static.

While it's challenging to accurately predict short-term investment returns, estimating long-term averages is less difficult and necessary for informed asset allocation models and portfolio construction.

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