Скачать или смотреть HOW TO REBALANCE YOUR INVESTMENT PORTFOLIO | SIMPLE STEPS | Vanguard | Fidelity | Schwab

In this video, we will be covering HOW TO REBALANCE YOUR INVESTMENT PORTFOLIO.

What does it mean to rebalance your investment portfolio? Rabalancing your investment portfolio is nothing more than regular maintenance for your investments, like going to the doctor for a checkup or getting your car’s oil changed. Rebalancing means selling some stocks and buying some bonds, or vice versa, so that most of the time your portfolio’s asset allocation matches the level of returns you’re trying to achieve and the amount of risk you’re comfortable taking.
And while rebalancing does involve buying and selling, it is still part of a long-term, passive investing strategy—the type that tends to do the best in the long run. In this article, we’ll talk more about what rebalancing is, as well as why, how often, and how to do it.

Key Points:
Rebalancing means selling some stocks and buying some bonds, or vice versa, so that most of the time your portfolio’s asset allocation matches your risk tolerance and desired level of returns.

There is no optimal frequency or threshold when selecting a rebalancing strategy.

When rebalancing, primarily, you want to sell overweighted assets.

The discipline of rebalancing can prevent panicked moves and increase your long-term returns.


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DISCLAIMERS & DISCLOSURES

This content is for education and entertainment purposes only. Tray does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
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