facebookHow can we rebalance our own portfolios? I know it is common for robo-advisors to rebalance on their own, but as individual investors, what are the steps to take to rebalance? - Seedly

Advertisement

Anonymous

05 Nov 2020

Stocks

How can we rebalance our own portfolios? I know it is common for robo-advisors to rebalance on their own, but as individual investors, what are the steps to take to rebalance?

New to investing, hoping to learn from the community here! Thank you!

Discussion (2)

What are your thoughts?

Learn how to style your text

Eg. initially u put $1k equity/ $1k bond.
2nd yr: ur portfolio profit/loss; $800E / $1100B
U need to sell $150B and put into E make it $950E/$950B

Within the Equity/bond u got number of individual stocks/bonds. Base on ur initial % weightage, redistribute the $950 within the equity/bond

50-50 is just a guideline, need not strictly follow. is ok to be 53-47. But when rebalance you need to consider is it worth it? All this buying / selling will incur transaction fee

View 1 replies

Write your thoughts

Advertisement