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How often do you review and rebalance investment portfolios?

Richard Fearn Posted by Richard Fearn 1 min read

Keeping your assets aligned with the strategy is essential. However, too much “tinkering” with your portfolio can result in underperformance and excessive trading fees. We recommend rebalancing portfolios to ensure they remain within set parameters to manage risk, which helps you maximise your “time in the market” (rather than trying to “time the market”).