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Balanced Investment Strategy: When to Rebalance

Here's what it means to construct a balanced portfolio and how to make sure your portfolio stays that way.

By Matthew Frankel, CFP – Updated Oct 17, 2024 at 10:49AM

Key Points

  • Rebalancing offsets natural shifts in asset values to maintain risk levels.
  • Determining your ideal portfolio mix initially is key to effective rebalancing later.
  • Frequent portfolio reviews ensure adherence to investment goals over the long term.
Key findings are powered by ChatGPT and based solely off the content from this article. Findings are reviewed by our editorial team. The author and editors take ultimate responsibility for the content.

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