When should I rebalance my investment portfolio?
An example of an AI chatbot conversation about portfolio rebalancing strategies.
When should I consider rebalancing my investment portfolio?
You should consider rebalancing your portfolio at least once a year, or when your asset allocation deviates significantly from your target.
What factors should I look at to decide if I need to rebalance?
Look at changes in market conditions, your investment goals, and if any asset class has significantly outperformed or underperformed.
Is there a specific percentage that indicates I should rebalance?
Yes, many investors use a threshold of 5% to 10% deviation from their target allocation as a signal to rebalance.
Are there any tax implications I should be aware of when rebalancing?
Yes, selling assets can trigger capital gains taxes, so it's important to consider the tax impact before rebalancing.
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