Back to basics

Keep your portfolio in perfect balance

Why regular rebalancing is crucial for maintaining your investment strategy and how to do it effectively

How to balance your portfolio perfectly

Investment portfolios are like gardens - they need regular maintenance to stay healthy. When setting up your portfolio, you likely choose your asset allocation based on your financial goals and risk tolerance. However, market movements have a way of altering these carefully laid plans. This natural deviation from your target allocation is called 'portfolio drift', a challenge every investor faces.

This story is not available as it is from the Mutual Fund Insight February 2025 issue

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