The Importance of Rebalancing Your Portfolio: Maintaining Your Desired Asset Allocation

laptop computer on glass-top table

Understanding Portfolio Rebalancing Portfolio rebalancing is a vital investment strategy that entails realigning the proportions of various assets within an investment portfolio. Over time, as markets fluctuate, the initial asset allocation strategy—often akin to a diversified mix of stocks, bonds, and other investment vehicles—may experience significant deviations. These alterations occur due to the different rates … Read more