investing

rebalancing

The process of realigning the proportions of assets in a portfolio to maintain a desired level of asset allocation.

Example

"She rebalanced her portfolio annually, selling stocks that had grown too large and buying bonds."

💡 Memory Tip

RE-balancing — you RESTORE BALANCE. When one investment grows too large, you trim it back.

Etymology

Re (again) + balancing — restoring balance to a portfolio.

Common Misspellings

rebalancingrebalenceingreballancingrebalansing

Related Terms

portfoliodiversificationrisk

See Also

asset allocation

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