Many times on the site I see line graphs comparing the “Dynamic Advisor” to the “Buy and Hold.” How do I interpret them?
Anytime we show a graph or we allow you to run a simulation we will compare how the Hedgeable Dynamic Advisor stacks up to a Buy and Hold philosophy. When we do this, the two lines represent the same exact portfolio. The only difference is how they are managed. The line labeled “Dynamic Advisor” uses the dynamic rebalancing system offered on our portfolio management platform. The line labeled “Buy and Hold” is the same portfolio bought and then rebalanced quarterly back to the starting weights.
