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Michael Price, CFA®


An Introduction to Rebalancing

By and Blog
In the world of investing, rebalancing refers to the process of adjusting assets in one’s portfolio in order to maintain a certain level of risk and the desired asset allocation. Rebalancing seeks to keep investors on track to reach their overall investment goals. Portfolio rebalancing has endured the test of time as a key component of any investor’s long-term investment plan. However, it is generally accepted at face-value and many investors are unsure of the underlying logic behind rebalancing. Is the goal to increase returns, reduce risk, or perhaps some combination of the two? When is it appropriate to rebalance?…
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