SP500 0.58% 2,958.8 standard & poor's 500

BBUS, page-2396

  1. 67 Posts.
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    Does anyone have an answer to my noob Q - namely, is there a rough rule of thumb for calculating the capital depreciation to ensure that the cost of carry over 1-3 months doesn't render any recovery in BBUS illusory? Is my understanding correct that it depends on the %change of the SP500, ie if the range stays within the fund's targeted return, there will be no capital depreciation regardless of how long BBUS is held? If so, what %change is required to trigger a rebalance of the fund?
 
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