Rebalancing Your Portfolio

  

Rebalance Your Portfolio

Regular maintenance for your investments

 

 

Rebalancing

 

Rebalancing means your portfolio matches your risk tolerance and returns

It is part of long-term passive investment strategy.

 

Why Rebalancing?

If you are long term investor, you need to rebalance your portfolio on a periodic basis.

Balancing portfolio means maintaining your desired level of risk over time.

Balancing ensures that you have a mix of stocks and bonds according to your risk tolerance and investment goals.

 

When to Rebalance Your Portfolio?

When there is a change in asset prices to maintain asset allocation at desired levels.

To ensure preservation of wealth when you are close to your investment goals.

When markets are overvalued or undervalued.

Rebalancing due to market correction.

Disclaimer: Investors should consult their financial advisers if in doubt about whether the product is suitable for them

In this blog we discussed about "Rebalancing Your Portfolio"