What is rebalance and why is it important?
Rebalancing
is the act of adjusting your portfolio’s asset allocation to maintain the
desired risk-return level. This is important because some investments may
outperform others over time, thus causing your portfolio to drift from its
target allocation. This can expose your portfolio to unwanted risk or less
reward potential than desired. Regular rebalancing helps you stick to your
financial goals and investment strategies.
Using a
platform like smallcase can help you rebalance your asset allocation by
monitoring your portfolio through its interactive interface. This will help you
keep track of data and make informed decisions while executing trades
efficiently.
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