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Personal Finance | The when, why and how of portfolio rebalancing

There are many reasons for rebalancing a portfolio, but when it is done, investors must pay attention to the cost and tax factors

November 03, 2021 / 09:51 AM IST
Personal Finance | The when, why and how of portfolio rebalancing

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The world of personal finance investing is dynamic. So, rebalancing one’s portfolio is as important as asset allocation. This depends on various factors that could be at the macroeconomic, asset-specific or even personal level. Rebalancing is a process of restoring the investor’s portfolio to its target allocation. It helps to review the risk-return weightages, to get back to the desired asset mix. Rebalancing is usually done by divesting underperforming assets and investing in the ones that have the potential to...

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