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How to rebalance your portfolio

Few people like to think about getting older, but you should try to do so when you’re rebalancing your portfolio.

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Assuming you’re not investing for the Government’s benefit, you need to keep an eye on tax when rebalancing your portfolio.

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The simplest way to rebalance your portfolio

Calendar rebalancing is the simplest way to rebalance and ensures that your portfolio doesn’t get bloated with risk. But how frequently should you do it?

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Threshold rebalancing offers a number of easy-to-follow strategies that enable you to fine tune your portfolio’s exposure to risk.

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