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What is portfolio rebalancing and how does it help?

It is the process through which you "change the weightage of assets in your portfolio".


During market volatility, the original ratio of asset classes tends to change, calling for the need to rebalance.


Under rebalancing, you buy or sell securities to match the desired ratio of different assets in the portfolio.


To rebalance the portfolio, some asset classes might have to be bought and some sold to bring the ratio back to original.

What is portfolio rebalancing?

Portfolio rebalancing may not be a thrilling activity, though one cannot deny its importance in stock market participation and earning from your investments. Most investors are yet to master the tenets of stock churning despite it being essential to managing risk.

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Why rebalancing a portfolio provides a safety net against volatility?

Investing isn't a 'set it and forget it' game.

Rebalancing a portfolio provides a safety net by helping control volatility and minimizing the impact of market downturns, even though it may not always yield higher returns compared to an unbalanced, equity-heavy approach

Rebalancing of portfolio: What is it and why is this important?

Whenever the market spikes or declines, investors are supposed to rebalance their portfolio strategically in order to stay aligned to their financial goals

What is portfolio rebalancing?

Portfolio rebalancing may not be a thrilling activity, though one cannot deny its importance in stock market participation and earning from your investments. Most investors are yet to master the tenets of stock churning despite it being essential to managing risk.

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