Investing, stocks

Is it time to rebalance?

To rebalance or not to rebalance; that is the question. Alright, that may be a slight overstatement but with the Dow Jones reaching all-time highs and closing at 21,005.19 on March 3, 2017 (LINK: if it’s not on your mind perhaps it ought to be. Rebalancing sounds simple in theory but in practice can actually be quite complicated. In this post we will look at the what, why and when of rebalancing your portfolio.

What Is Rebalancing?

Let’s start with the question you may be wondering but don’t want to ask - what is rebalancing?