tag:blogger.com,1999:blog-5433839636644874439.post3356820113259819214..comments2024-03-04T13:37:11.022+00:00Comments on Canadian Financial DIY: Possible Effects of Global Imbalances on InvestorsCanadianInvestorhttp://www.blogger.com/profile/05645767559302303541noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5433839636644874439.post-57222804059623204372010-06-25T15:58:21.124+00:002010-06-25T15:58:21.124+00:00MJ, my worry is the Japan effect. Someone just bli...MJ, my worry is the Japan effect. Someone just blindly rebalancing into Japanese equities from the early 90s as that market sank into a prolonged downward path that persists even to today would not be very well off. Rebalancing only helps when asset classes bounce back.CanadianInvestorhttps://www.blogger.com/profile/05645767559302303541noreply@blogger.comtag:blogger.com,1999:blog-5433839636644874439.post-21391595862283990982010-06-25T15:03:20.109+00:002010-06-25T15:03:20.109+00:00Zeroing in on your last comments, I intend to be r...Zeroing in on your last comments, I intend to be ready to rebalance if there are major shifts in asset values between Canada and the US whether it is caused by currency fluctuations or any other reason.<br /><br />Other than that, I intend to ignore scary reports. I'm not convinced that ignoring scary reports isn't smart.Michael Jameshttps://www.blogger.com/profile/10362529610470788243noreply@blogger.com