The Importance Of


Rebalancing your portfolio is one of the keys to successful investing over time. Rebalancing means adjusting your holdings—that is, buying and selling certain stocks, funds, or other securities—to maintain your established asset allocation.

Advantages of Rebalancing

Rebalancing gives you the opportunity to review all of the investments you have in your portfolio.

Rebalancing smooths out investment returns in the long-run due to dollar-cost averaging

Rebalancing forces you to take profits from investments that have run up and put money quality investments haven't gone up.

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