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)