In this episode, Mark focuses on: 

  • The importance of rebalancing your portfolio: Rebalancing is the act of bringing your portfolio back to its desired asset mix by taking profits out of certain outperforming investments and re -investing those returns in underperforming assets.  

    • Rebalancing on a periodic basis helps align your investments with your goals.

    • It imposes discipline on investing and prevents you from trading based on emotions.  

    • It is a risk-minimizing strategy.  

    • Rebalancing the portfolio periodicaly helps tide over volatility and often delivers superior returns 

    • Regular rebalancing provides clear gains in portfolio value over time.  

February 14, 2017