Phrases with «annual rebalance»

"Annual rebalance" refers to the process of adjusting or readjusting one's investment portfolio once a year. This usually involves selling or buying different assets to restore the original desired allocation. It allows investors to maintain their desired risk level and ensure their investments stay in line with their long-term goals. Full definition

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Sentences with «annual rebalance»

  • If you're interested in managing your own investments, consider a simple buy and hold ETF portfolio with annual rebalancing. (moneysense.ca)
  • The results assume annual rebalancing of portfolio assets at the end of each year. (portfoliovisualizer.com)
  • I say «relatively» simple because managing multiple systems requires more then annual rebalancing of a portfolio. (scottsinvestments.com)
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