Introduction to Personal Investing

The Basics

When should I rebalance my portfolio?

When you rebalance your portfolio, you make a personal decision based upon many factors, including your aversion to risk, your return goal, what period of time you are willing to wait for the return you expect, what industries or sectors make up the portfolio, and how they are weighted. A professional portfolio manager may choose to rebalance a portfolio when a single holding reaches a higher percentage than a certain percentage of the total portfolio, determined well in advance.


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