Portfolio Rebalancing

Keep Your Investment Strategy on Track

Over time, market movements can shift the original allocation of your investment portfolio. Portfolio rebalancing is the disciplined process of realigning your portfolio to maintain your desired asset mix — ensuring it stays in sync with your financial goals and risk profile.

Why is Rebalancing Important?

  • ✔ Control Risk: Prevents overexposure to any single asset class.
  • ✔ Discipline: Encourages buying low and selling high.
  • ✔ Goal Alignment: Keeps your investments aligned with long-term plans.
  • ✔ Adaptability: Adjusts for life changes or market shifts.

When Should You Rebalance?

Common rebalancing strategies include:

  • On a fixed schedule (e.g., quarterly, semi-annually, annually)
  • When an asset class deviates beyond a set threshold (e.g., ±5%)
  • After major life events or financial changes

Ensure your investment strategy stays effective with regular portfolio reviews. Talk to our financial experts for a personalized rebalancing strategy.

Talk to an Advisor