What is rebalancing and how do I rebalance my portfolio?

Portfolio rebalancing is a key aspect of managing an investment portfolio, and it’s a service we provide to all Stockspot clients. However, it can be confusing and time-consuming for many investors, and is often overlooked by those with less experience.

Rebalancing means selling investments that have grown faster than others and buying more of those that have lagged behind. This process helps reduce the risk required to achieve a desired return.

In this video, I explain what rebalancing is and how you can rebalance your investment portfolio.


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Disclaimer: Stockspot Pty Ltd ABN 87 163 214 319 is a licensed Australian Financial Services provider (AFSL 536082) regulated by ASIC. Any advice contained in this video is general advice only and has been prepared without considering your objectives, financial situation or needs. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Investing into financial products involves risk. Past performance of financial products are no assurance of future performance. Please read our Financial Services Guide on stockspot.com.au before deciding whether to obtain financial services from us.

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