How to Rebalance Your Portfolio Before 2026

#Rebalancing #AssetAllocation #InvestingPortfolio

There is no one-size-fits-all approach. Here’s what to keep in mind.

How to Conduct Your Own Portfolio Makeover https://www.morningstar.com/portfolio...

00:00:00 Introduction
00:00:21 The Case for Rebalancing
00:01:01 When Should Investors Rebalance?
00:01:50 Why Rebalancing Is More Important as We Get Older
00:02:39 Why Investors Under 50 Should Maintain a High Equity Allocation
00:04:07 Why Investors Over 50 Should Add High-Quality Fixed Income to Their Portfolios
00:05:20 How to Rebalance Without Triggering a Tax Bill



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