MutualSaathiFinancial PlanningWhat is Portfolio Rebalancing and when should I do it?
Portfolio
Portfolio

What is Portfolio Rebalancing and when should I do it?

Rebalancing means restoring your portfolio back to its target asset allocation after market movements skew it. For example, if equity rallies from 60% to 75% of your portfolio, you sell some equity and buy debt to rebalance. Review annually or when any asset class drifts more than 5% from target.

Financial Planning

Search Funds