https://www.thestreet.com/how-to/how-to-rebalance-your-portfolioHow to rebalance your portfolio
ROGER WOHLNERDEC 30, 2019 5:11 PM EST
Investors ideally have a plan for investing their portfolio that includes an asset allocation strategy. Over time financial markets will rise and fall, as will the value of the various holdings in your portfolio. It’s important for investors to periodically review their asset allocation against their plan and to rebalance their holdings back to this target allocation. Here is a seven-step rebalancing process to consider.
