Portfolio Theory

Portfolio Rebalancing

The process of realigning the weightings of a portfolio to maintain a target risk profile.

Rebalancing is the act of returning your portfolio to its original target asset allocation. Over time, as certain assets outperform others, your portfolio will naturally drift. If stocks grow 20% and bonds stay flat, your initial 60/40 portfolio might become a 70/30 portfolio, taking on more risk than you intended.

To rebalance, you sell a portion of the high-performing assets (selling high) and use the proceeds to buy more of the underperforming assets (buying low). This systematic process forces you to lock in gains and maintain disciplined risk management.

Most experts recommend reviewing and rebalancing a portfolio on an annual or semi-annual basis, or whenever an asset class drifts more than 5% from its target weight.

Frequently Asked Questions

Should I rebalance during a market crash?

Yes. In a crash, equities lose value, meaning they become under-weighted in your portfolio. Rebalancing forces you to sell safe assets (like bonds) to buy equities while they are cheap, positioning you for the eventual recovery.

Are there tax consequences to rebalancing?

If you sell assets for a gain in a taxable account, you will owe capital gains tax. Rebalancing is best done first utilizing new cash contributions, or within tax-advantaged accounts (like IRAs or 401ks) to avoid friction.

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Disclaimer

The information provided by StressTest.pro is for educational and informational purposes only and does not constitute financial advice. Investment involves risk, including possible loss of principal. Past performance is not indicative of future results. Calculations are based on historical data and statistical approximations.