Rebalancing a portfolio is to maintain the same strategy but to reset it. For instance, if you had a portfolio with a stock fund and bond fund split 70/30, eventually one fund may outgrow the other. Say stocks do really well and after a year it alters your ratio to 80/20, you could then sell some of the stock fund and put it into more bond fund to bring it back to 70/30. With stocks on this site, we refer to this as when you restart a strategy and cycle various new stocks into the portfolio and sell the old ones based off the same original investing criteria.
Rebalance
We are not licensed personal investment advisors. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. We cannot be held liable for any actions you take as a result of any content found on this website or its related social media accounts. It is important for investors to conduct their own due diligence, or consult a licensed financial advisor or broker before making any and all investment decisions. Any investments, trades, speculations, or decisions made on the basis of any information found on this site, expressed or implied herein, are committed at your own risk, financial or otherwise. © 2025 · 2022 · Marcsten - Stock Mixology
Leave a Reply
Say something nice