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Summary: Rebalancing shouldn't be triggered by market moves. Here, we break down why rebalancing your portfolio once a year is usually enough, how to use fresh SIP money before selling and why waiting keeps both taxes and impulsive trades down.
Summary: Rebalancing shouldn't be triggered by market moves. Here, we break down why rebalancing your portfolio once a year is usually enough, how to use fresh SIP money before selling and why waiting keeps both taxes and impulsive trades down. A subscriber asked during August’s Fund Advisor Live how often he should rebalance between equity and debt, and what should trigger it. His question had a market view hiding inside it. He wanted to know whether the market's present level was a reason to trim equity. It isn’t. Nothing the market does is a reason to rebalance. Every reason that c
This article was originally published on September 28, 2026.
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