State of the 1 Portfolio — Returns, Allocation & Rebalancing (July 2026)
July 2026 edition of “State of the 1 Portfolio” report covering portfolio returns, asset allocation, drift, and system optimizations
Rebalancing
Blogs
The Perpetual Rebalancing Framework
A unified portfolio operating system that handles buying, selling, liquidity management, and withdrawals under one coherent rule set for both Accumulation and Retirement Phases.
State of the 1 Portfolio — Returns, Allocation & Rebalancing (June 2026)
June 2026 edition of “State of the 1 Portfolio” report covering portfolio returns, asset allocation, drift, and system optimizations
Perpetual Rebalancing: Engineering a Mathematically Superior SIP Allocator
How I upgraded my *RealValue Family SIP Allocator* from a proportional drift allocation model to an even drift optimization model and why it compressed the negative drift band by 75%.
Why Static SIP Allocation Is Inefficient (And How Cashflow Rebalancing Fixes It)
Static SIPs blindly invest fixed amounts regardless of portfolio drift. Cashflow-Based Rebalancing uses new investments to continuously correct allocation drift — enabling tax-efficient perpetual rebalancing during the accumulation phase.
State of the 1 Portfolio — Returns, Allocation & Rebalancing (May 2026)
Monthly “State of the 1 Portfolio” report covering portfolio returns, asset allocation, drift, and rebalancing strategy
State of the Portfolio: Returns, Allocation and Strategy — Edition 1
Annual portfolio review for FY 2025–26: Three goal-based portfolios, allocation strategy, drift correction and forex cost optimization.
Perpetual Rebalancing: A Practical Framework for Long-Term Wealth
A practical, tax-efficient, and behaviorally robust system for portfolio rebalancing tailored for Indian investors.
