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.
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