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Rebalance your portfolio regularly from "summary" of The Investment Answer by Gordon Murray,Daniel C. Goldie,Gordon S. Murray

Regularly rebalancing your portfolio is a crucial step in maintaining your investment strategy. By periodically reviewing and adjusting the allocation of your assets, you can ensure that your portfolio remains aligned with your financial goals and risk tolerance. Over time, market fluctuations can cause your asset allocation to drift from its original targets. For example, if stocks outperform bonds, your portfolio may become more heavily weighted towards equities than you initially intended. Rebalancing allows you to sell assets that have performed well and buy assets that have underperformed, bringing your portfolio back into balance. This process not only helps you manage risk but also ensures that you are taking advantage of opportunities to buy low and sell high. By selling high-performing assets and buying assets that are currently undervalued, you can potentially increase your returns over the long term. Furthermore, regularly rebalancing your portfolio forces you to stay disciplined and avoid emotional decision-making. During periods of market volatility, it can be tempting to make impulsive changes to your investments. However, by sticking to a predetermined rebalancing schedule, you can avoid making rash decisions based on fear or greed.
  1. Maintaining a consistent approach to rebalancing your portfolio can help you achieve a more stable and successful investment strategy. By periodically reviewing and adjusting your asset allocation, you can stay on track towards reaching your financial objectives while minimizing unnecessary risk.
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The Investment Answer

Gordon Murray

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