Posts Tagged "rebalance portfolio"

Rebalance Your Asset Allocation Guide and Best Portfolio Rebalancing Strategies

Rebalance Your Asset Allocation Guide and Best Portfolio Rebalancing Strategies

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Asset allocation is a cornerstone of creating a diversified investment portfolio. “Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance, and investment horizon. The three main asset classes – equities, fixed-income, and cash and equivalents – have different levels of risk and return, so each will behave differently over time,” ~Investopedia.com After you choose your asset allocation, investment rebalancing keeps your chosen portfolio mix in alignment with your initial goals.  Although there’s chatter that this task increases returns, there’s little data to support this theory. The reason investors rebalance an...

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