Skip to main content
Investing

Rebalancing

Periodically adjusting your portfolio back to its target mix of investments.

Rebalancing means buying and selling to return your portfolio to its intended asset allocation after market moves have shifted it. It enforces a disciplined 'buy low, sell high' habit and keeps your risk level in line with your plan.

Examples

  • If stocks grow from 80% to 88% of your portfolio, you sell some to return to 80%.

Related terms

← Back to the glossary

Start learning today

Ready to take charge of your financial future?

Free, jargon-free education on financial independence and early retirement — no sign-up, no sales pitch. Just clear ideas you can actually use.