Technology To GBP Portfolio: Rebalancing Strategy

Data Source: from January 1971 to July 2025
Consolidated Returns as of 31 July 2025

Managing the Technology To GBP Portfolio with a yearly rebalancing, you would have obtained a 14.35% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 14.35%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Rebalancing can be performed in several ways.

At fixed time intervals:
  • Yearly: Jan 1st
  • Half Yearly: Jan 1st, Jul 1st
  • Quarterly: Jan 1st, Apr 1st, Jul 1st, Oct 1st
When a component (at least one) diverges from its original weight beyond a certain threshold (e.g. 5% or 10%).

Portfolio Returns as of Jul 31, 2025

Implementing different rebalancing strategies, the Technology To GBP Portfolio guaranteed the following returns.

According to the available data source, we assume we built the portfolio on January 1971.

Portfolio returns are calculated in GBP, assuming:
  • No fees or capital gain taxes
  • the reinvestment of dividends, if existing
  • the adjustment for actual currency exchange rates (simulation derived from original US returns)
TECHNOLOGY TO GBP PORTFOLIO RETURNS
Period: January 1971 - July 2025
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jul 31, 2025
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~55Y)
No Rebalancing 17.85 (0) 16.83 (0) 20.25 (0) 14.35 (0) 14.11 (0)
Yearly Rebalancing 17.85 (1) 16.83 (5) 20.25 (10) 14.35 (30) 14.11 (55)
Half Yearly Rebalancing 17.85 (2) 16.83 (10) 20.25 (20) 14.35 (60) 14.11 (110)
Quarterly Rebalancing 17.85 (4) 16.83 (20) 20.25 (40) 14.35 (120) 14.11 (219)
5% Tolerance per asset 17.85 (0) 16.83 (0) 20.25 (0) 14.35 (0) 14.11 (0)
10% Tolerance per asset 17.85 (0) 16.83 (0) 20.25 (0) 14.35 (0) 14.11 (0)

In order to have complete information about the portfolio, please refer to the Technology To GBP Portfolio: ETF allocation and returns page.

Performances as of Jul 31, 2025

Historical returns and stats of Technology To GBP Portfolio, after implementing different rebalancing strategies.

TECHNOLOGY TO GBP PORTFOLIO PERFORMANCES
Period: January 1971 - July 2025
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 14.11 (0) 23.64 0.60 -81.18 0.17
Yearly Rebalancing 14.11 (55) 23.64 0.60 -81.18 0.17
Half Yearly Rebalancing 14.11 (110) 23.64 0.60 -81.18 0.17
Quarterly Rebalancing 14.11 (219) 23.64 0.60 -81.18 0.17
5% Tolerance per asset 14.11 (0) 23.64 0.60 -81.18 0.17
10% Tolerance per asset 14.11 (0) 23.64 0.60 -81.18 0.17
(*) Since Jan 1971 (~55 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jul 31, 2025

Historical Drawdowns of Technology To GBP Portfolio, after implementing different rebalancing strategies.

TECHNOLOGY TO GBP PORTFOLIO DRAWDOWNS
Period: January 1971 - July 2025
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-81.18
Sep 2000 - Nov 2014
-81.18
Sep 2000 - Nov 2014
-81.18
Sep 2000 - Nov 2014
-81.18
Sep 2000 - Nov 2014
-81.18
Sep 2000 - Nov 2014
-81.18
Sep 2000 - Nov 2014
-58.09
Jan 1973 - Oct 1976
-58.09
Jan 1973 - Oct 1976
-58.09
Jan 1973 - Oct 1976
-58.09
Jan 1973 - Oct 1976
-58.09
Jan 1973 - Oct 1976
-58.09
Jan 1973 - Oct 1976
-41.67
Sep 1987 - May 1989
-41.67
Sep 1987 - May 1989
-41.67
Sep 1987 - May 1989
-41.67
Sep 1987 - May 1989
-41.67
Sep 1987 - May 1989
-41.67
Sep 1987 - May 1989
-37.83
Dec 1989 - Mar 1991
-37.83
Dec 1989 - Mar 1991
-37.83
Dec 1989 - Mar 1991
-37.83
Dec 1989 - Mar 1991
-37.83
Dec 1989 - Mar 1991
-37.83
Dec 1989 - Mar 1991
-24.53
Jan 2022 - Jul 2023
-24.53
Jan 2022 - Jul 2023
-24.53
Jan 2022 - Jul 2023
-24.53
Jan 2022 - Jul 2023
-24.53
Jan 2022 - Jul 2023
-24.53
Jan 2022 - Jul 2023
5 Worst Drawdowns - Average
-48.66 -48.66 -48.66 -48.66 -48.66 -48.66
10 Worst Drawdowns - Average
-35.38 -35.38 -35.38 -35.38 -35.38 -35.38

For a deeper insight, please refer to the Technology To GBP Portfolio: ETF allocation and returns page.