Rebalancing is the process of buying and selling assets in order to move your portfolio in alignment with its original target allocation. Rebalancing can both boost returns and lower volatility, but ...

Portfolio rebalancing is the act of adjusting investment wights to make sure the portfolio remains consistent with an investor's financial goals and risk tolerance. Periodic rebalancing is recommended ...

Ideally, to eliminate style drift investors should rebalance daily. However, because the real world involves costs, investors should reduce, not eliminate, style drift to an acceptable level.

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Rebalancing is a critical investment strategy employed by investors to ensure that their investment portfolio maintains its desired asset allocation over time. It involves adjusting the relative ...

Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...

Liz Manning has researched, written, and edited trading, investing, and personal finance content for years, following her time working in institutional sales, commercial banking, retail investing, ...

Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

I talked last week with Elizabeth O’Brien of Barron’s about portfolio rebalancing. Her article discussed timing. Given the stock market’s recent strength, especially among the leading technology ...

Helping a client reach their financial goals while managing risk is the most fundamental part of an investment advisor’s job. While we can all agree that rebalancing is key to doing it well, there is ...

Diversification in investing is a mainstay of prudent portfolio management. Portfolio risk can be reduced with proper asset class selection. This isn’t to say that you won’t lose money. The purpose is ...