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This Market Factors starts with ways to satiate the urge to tinker with portfolios amid volatility without damaging long-term results, and moves to an about-face by a Morgan Stanley strategist. The diversion is X-Files related and then I’ll have some quick hit thoughts.

Strategy

If you really have to do something with your portfolio

In general terms the right thing for investors to do in volatile markets is nothing – all of the research says so. But for investors who absolutely positively cannot stop themselves from tinkering, Barry Ritholtz has you covered .

University of California business professors Brad Barber and Terrance Odean proved that more portfolio transactions means lower returns in Trading Is Hazardous to Your Wealth: The Common Stock Investment Performan

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