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Andrew Baxter
Mastering Portfolio Rebalancing: Strategies for Success
Portfolio rebalancing involves adjusting your investments to maintain a desired allocation across various assets. For instance, if you begin with a balanced portfolio where each asset has equal... moreMastering Portfolio Rebalancing: Strategies for Success
Portfolio rebalancing involves adjusting your investments to maintain a desired allocation across various assets. For instance, if you begin with a balanced portfolio where each asset has equal weighting, some investments may outperform others over time, causing your allocation to shift. Rebalancing helps realign those weightings by selling overperforming assets and reinvesting in underperforming ones.
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Oct 28
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