Savings and Investments

Market Timing, Technical Analysis, and Fundamental Analysis

When should you rebalance your portfolio?

This is a personal decision based upon many factors, including how averse to risk you are, what return goal you have, after what period of time are you willing to wait for the return that you expect, what industries or sectors comprise your portfolio, and how they are weighted. A professional portfolio manager may choose to rebalance a portfolio when a single holding becomes a higher percentage than a certain percentage of the total portfolio, determined in advance.


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