Inflation At Peak? Consider Threshold Portfolio Rebalancing

"If you are not rebalancing your investment portfolio or using calendar rebalancing, consider threshold rebalancing. Tighter thresholds typically result in less volatility. Stay true to strategic asset allocation while employing modest tactical leanings. The stock market will improve before sentiment recovers," says Michael Lepore. "Inflation remains high though we are likely at or near peak. We are likely to experience a period of either modest contraction or slow growth. Sentiment is more negative than the economic and market environment dictate. The biggest risk is that we scare ourselves into a bigger slowdown than the circumstances merit," Lepore adds.