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