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The art of rebalancing your investment portfolio

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[ADVISOR VIEW] Multi-asset investing and making some sense of optimal asset exposure and optimal rebalancing: Marius Fenwick - Wealthup. Moneyweb Investing BalancingInvestments

How important is it to rebalance your investment portfolio? Or shall I ask, is it necessary to ever rebalance your portfolio?

For the purpose of this article, I am going to focus on multi-asset investing and try and make some sense of optimal asset exposure and optimal rebalancing. Considering all the benefits of diversification, we must realise that diversification is only effective if there is a coherent asset allocation and a coherent rebalancing process in place.

Rebalancing can be done in many forms or formats. As South Africans, we are very familiar with multi-asset funds . It is interesting to note the views of different fund managers in particular when it comes to equity, bonds and offshore exposure within the same risk category.

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