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Why the beginning of a new year is best time to rebalance portfolio?

Investors must review their portfolios and determine if any changes to their asset allocation are required.

Rebalancing your investments is one way to modify your current portfolio. 

Don’t redeem existing fund investments without giving them enough time (five years)

Invest excess funds in equities depending on risk tolerance and investment horizon.

Continue investments through systematic investment plans (SIPs).

Realize how it is the prolonged investment tenure that plays a vital role in compounding of investments.

Click here to know more about
 asset allocation.

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The new year coupled with a sudden tumult in the stock markets begets portfolio reviewing and rebalancing for many.

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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

Why the beginning of a new year is best time to rebalance portfolio?

The new year coupled with a sudden tumult in the stock markets begets portfolio reviewing and rebalancing for many.

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