Perpustakaan Digital ITB
In this research, the author would like to apply asset allocation strategy that combined with Buy-and-Hold strategy and Rebalancing Process into the portfolio and comparing with the portfolio that invested in accordance with IDX performance. The performances that want to be measured are the risk adjusted return of each strategies and portfolios. Financial instrument that would be used and believed could beat the market is mutual fund products. The author chose mutual fund product from X securities which are X as stock mutual fund and X Plus 1 and 2 as bond mutual fund because the performance of X mutual funds product has a good return for each year investment and the data could be got as the internship program in the last semester at SBM-ITB.