Academy lesson

What is rebalancing?

Keeping your mix on target

Lesson statusIn progress
5 minute lesson

Rebalancing means periodically restoring your portfolio to its target allocation. If equities surge and become overweight, you trim them back to plan - which mechanically enforces "buy low, sell high" and controls risk.

Once or twice a year, or when an allocation drifts beyond a set band, is usually enough.

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