How do I rebalance my investment portfolio?

How do I rebalance my investment portfolio?

Rebalancing your portfolio involves adjusting the weights of your assets to maintain your desired risk level. Would you like to know how often to rebalance?

Yes, how often should I rebalance my portfolio?

It's generally recommended to rebalance your portfolio at least once a year, but you can also do it quarterly or whenever your asset allocation deviates significantly from your target.

What factors should I consider when rebalancing?

Consider factors like market performance, changes in your financial goals, and your risk tolerance. Would you like tips on how to execute the rebalancing?

Yes, please provide some tips on executing the rebalancing.

You can sell overperforming assets and buy underperforming ones to return to your target allocation. Also, consider transaction costs and tax implications.