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When Should I …rebalance my portfolio?


Consider rebalancing whenever your asset allocations stray significantly from your long-term strategy.

Review your investment proportions at least once a year, and consider rebalancing if an allocation is 5% higher or lower than your parameters.

For instance, if you have determined that 60% of your portfolio should be in stocks, and you notice that stocks have risen to 65%, readjust your investments to get back to 60%.

Sometimes, the performance of investments can offset the balance you seek. Sometimes, changes in your circumstances – such as a loss of income or unplanned medical expenses – can alter your investment objectives.

Resist rebalancing in reaction to short-term market volatility. Because of possible fees and possible tax consequences, don’t rebalance too frequently.

Contributing: Art Rothschild

Learn more
When and why to rebalance, a Money Talk Video with Brian Kilb
Seeing how your equities are balanced, a Money Talk Video with Kyle Tetting
Talking Money: The importance of balance, a Money Talk Video
The case of the balanced portfolio, by Bob Landaas
Beginners Guide to Asset Allocation, Diversification and Rebalancing, from the U.S. Securities and Exchange Commission
Rebalancing Your Portfolio, from the Financial Industry Regulatory Authority

As our financial lives evolve, we often wonder at what point or how frequently to take certain actions toward our long-term goals. In an ongoing feature, investment advisors from Landaas & Company provide answers.
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(initially posted March 31, 2017)

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