Phrases with «annual rebalancing»

Annual rebalancing refers to the process of adjusting or readjusting the proportions of different investments in a portfolio once a year. This is done to bring the portfolio back to its original or desired asset allocation. By rebalancing annually, investors ensure that their investments are aligned with their long-term goals and risk tolerance. Full definition

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Sentences with «annual rebalancing»

  • 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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