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”).
How often do you review and rebalance investment portfolios?
Related Posts
-
4 steps to take before your child can access their JISA
After years of diligently saving into a Junior ISA (JISA) for your child, handing them control of the account might feel daunting. Will they appreciate your efforts and continue growing this fund to pay for…
-
Why more homeowners are using equity release
Your home is likely to be one of the largest assets you hold. Yet, as you can’t usually access the wealth tied to property, you might overlook it when making financial decisions. According to…
-
Deciphering ESG investment labels: What do they mean?
When you’re investing using ESG (environmental, social, and governance) criteria, fund labels can be confusing. They might leave you unsure about which ESG factors are considered or what impact your investments will have. ESG investing…