Assuming you’re not investing for the Government’s benefit, you need to keep an eye on tax when rebalancing your portfolio.
Browsing: rebalancing
When deciding how often to rebalance your portfolio, you’ll need to consider several factors, including: The kinds of assets you hold The cost of trading such assets Tax issues The free time you have available Your personal judgement How often you can be bothered to do it I’m serious about…
Once you’ve committed to rebalancing your portfolio to maintain your chosen asset allocation, you need to decide when you’ll do the deed. As usual, I’m definitely not going to give you a precise plan on how often you should rebalance. I think there’s no perfect answer, and you need to…
I have previously discussed why rebalancing your portfolio is a good idea. In short, by reducing or adding to your holdings in different asset classes, you can smooth your returns and keep risk within a level you can tolerate. How do you actually do it? Well, rebalancing is definitely an…
