Why is portfolio balancing important? Because you're not smarter than the market, and it's not different this time.

  • 📰 MarketWatch
  • ⏱ Reading Time:
  • 34 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 17%
  • Publisher: 97%

Россия Новости Новости

Россия Последние новости,Россия Последние новости

Performance of stocks, bonds and other assets varies. That can drive the actual allocation of your portfolio away from your target – and cause you to take too much or too little risk. Here’s how rebalancing can bring it back to your target allocation.

Asset allocation is about dividing your portfolio among various investment asset classes like stocks, bonds and cash, and sub-asset classes like small, large and midcap stocks. Bonds and international investments, as well as growth and value oriented equities are often part of a well-diversified portfolio.

Your portfolio should be reviewed periodically to see if rebalancing is needed. This should be done at least annually, more often such as semiannually or quarterly if appropriate.Maintaining the proper level of portfolio risk None of us are smarter than the markets. It’s not different this time. Reviewing your portfolio for rebalancing at regular, set intervals can help avoid the temptation to think you are smarter than the market. You aren’t.While it is not desirable for long-term investors to look at their investments daily, they should review their portfolios at regular defined intervals. This can go hand-in-hand with a regular rebalancing regimen.

 

Спасибо за ваш комментарий. Ваш комментарий будет опубликован после проверки

4.4 million bots funny go on 🤡😂🤡😂

Hold great companies with solid fundamentals long term and you will do great in years to come! Don't chase short term profits, it never works out for the majority of people.

Brilliant observation!

Мы обобщили эту новость, чтобы вы могли ее быстро прочитать.Если новость вам интересна, вы можете прочитать полный текст здесь Прочитайте больше:

 /  🏆 3. in RU

Россия Последние новости, Россия Последние новости

Similar News:Вы также можете прочитать подобные новости, которые мы собрали из других источников новостей

Why mortgage industry titan Stephen Smith isn't panicking — and why you shouldn't eitherA healthy labour market and the mortgage stress test should stave off real estate disaster, says Stephen Smith. Read on financialpost I assume its because he's making bank?
Источник: TheStarPhoenix - 🏆 253. / 63 Прочитайте больше »