Why Smart investors Rebalance Their Portfolios ?

So you've established an asset allocation strategy that is right for you, but at the end of the year, you find that the weight of each asset class in your portfolio has changed.

What happened?

As the markets fluctuate, so does your portfolio.

Portfolio rebalancing is regular maintenance for your investments

It allows you to line up your investment with your goals by periodically rebalancing your portfolio

Rebalancing your portfolio is the only way to stay on track with your target

Rebalancing once or twice a year should be more than sufficient.

While rebalancing be aware of the tax implications, especially on capital gains.

Want to review your portfolio ?

Let's do a free checkup of your portfolio. Call us at 9460825477

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