What You Need To Know About Rebalancing Your Investment Portfolio

Balancing your portfolio means seeking a mix of investments that suits your risk tolerance and investment goals. But you can’t forget to adjust your holdings over time, which is known as rebalancing.

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Here’s a quick rundown of what you need to know about balancing & rebalancing your investment portfolio:

  • A balanced portfolio means you have a mix of investments — generally stocks & bonds — that’s appropriate for your risk tolerance & investment objectives.

  • Rebalancing your portfolio allows you to maintain the level of risk you want for your investments.

  • Since the values of individual investments vary over time, it is natural for your portfolio to become out of balance.

  • You can rebalance your portfolio at regular intervals or whenever a certain level of difference between your ideal allocations and your actual portfolio allocations has been reached.

  • You can rebalance by selling one investment and buying another or by allocating additional funds to either stocks or bonds.

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    In short, rebalancing your portfolio helps you sustain your investment strategy through market swings. It’s an important tool in maintaining consistency in your portfolio over the long term.

When should I rebalance my portfolio?

You can rebalance a portfolio in two ways. You can either do so at regular intervals, or you can only rebalance when your portfolio becomes seriously imbalanced.

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There’s no right or wrong way to rebalance your portfolio, but if your portfolio’s value tends to be rather stable, it may not be necessary to do so more than once or twice a year.

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Rebalance your portfolio with a financial advisor in Toronto:

To ensure that your portfolio is properly balanced to meet both short- and long-term financial goals, you should consider working with a trusted financial advisor in Toronto.

Here at Haunn Landers & Co, we are teamed with certified financial planners who can assist you in rebalancing your portfolio and building a plan that suits your needs. To learn more about our services or to schedule an appointment, contact us today.

For more information visit our website or call us at 905-821-8224. You can visit our business profile for more details

http://www.finditinpuertorico.com/canada/mississauga/finance-and-insurance/haunn-landers-co

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