Tag Archives | rebalancing

Monthly rebalancing

How rebalancing can help your portfolio

Investors should consider rebalancing their portfolios, including SMSF trustees who must comply with an investment strategy. Regular rebalancing can reduce concentration risk and improve performance.

balancing

Investing is a balancing act

Investors should set a preferred asset allocation based on risk tolerance, but sticking to it through tough market conditions is a challenge. Yet most of an investor’s return comes from asset class allocation.

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