Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

I talked last week with Elizabeth O’Brien of Barron’s about portfolio rebalancing. Her article discussed timing. Given the stock market’s recent strength, especially among the leading technology ...

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

If you've ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, ...

Rebalancing your portfolio annually or every few years is good practice, but doesn't significantly impact risk-adjusted returns compared to buy-and-hold strategies. The optimal asset allocation should ...

Rebalancing plays a crucial role in portfolio management, both to ensure that the overall risk of a portfolio doesn’t drift higher (since risky investments can out-compound conservative ones in the ...

To protect gains in our portfolios, we all need to periodically book profits on outperforming assets and add to underperforming ones. However, this is easier said than done. Behaviourally, who would ...

Portfolios shouldn’t stay stagnant once you make them. Investors who didn’t change their portfolios since the 1980s would have missed out on incredible opportunities. These same investors may have ...