Phrases with «rebalanced portfolio»

A "rebalanced portfolio" means adjusting the mix of investments in your portfolio to maintain a desired level of risk and return. This involves periodically selling or buying assets to bring the portfolio back to its original or preferred allocation. Full definition

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Sentences with «rebalanced portfolio»

  • He recommends rebalancing your portfolio on the last day of each year. (dailytradealert.com)
  • Rather than continual adjustment, a systematic approach to periodically rebalancing your portfolio as asset classes shift in performance against your goals can help you stay on target and manage risk. (pnc.com)
  • Once you're invested, we take care of monitoring and rebalancing your portfolio so you can get on with enjoying your life. (nestwealth.com)
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