A Step-By-Step Guide to Rebalancing Your Portfolio

Jan 29, 2020

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Hereu2019s a step-by-step guide on how you can rebalance your portfolio. Visit https://www.investmentz.com to know more!

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A Step-By-Step Guide to Rebalancing Your Portfolio

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A Step-By-Step Guide to Rebalancing Your Portfolio
Why is Portfolio Rebalancing Important? • Just like a map helps a traveller navigate through the tangible world, a portfolio enables an investor to manoeuvre through the world of finance and investment. • And just like maps are updated to incorporate any major political changes to geographical locations (such as the establishment of a new state or city), a portfolio also needs to be constantly updated in accordance with one’s changing investment objectives and risk tolerances. This helps one to make investment plans accordingly. • That’s why investment advisors and stock brokerage firms often recommend investors to constantly rebalance their portfolios. Here’s a step-by-step guide on how you can rebalance your portfolio:
1 Assess your existing portfolio. Let’s begin by closely analysing your existing portfolio and the assets contained in the same. Take a look at the existing investment securities and the denominations of the investment amount in each; consider your erstwhile investment goals and purchasing power.
2 Create an asset allocation strategy. Now, it’s time to review the portfolio. Pause for a moment, and compare your previous and current investment objectives, risk tolerances, expenses and income. Based on this analysis, you may add or eliminate investment securities and decide the denominations of the investment amount for each.
3 Seek professional advice and chalk out a new plan. At this stage, you might want to take professional guidance and speak to a registered investment advisor or stock broker before preparing your new portfolio. Mention what securities you are considering to retain, add or eliminate; the investment amount you would like to finalize; and what proportions of the amount to invest in each security.
4 Consider the taxes applicable upon revising the portfolio. Before finalizing the revised portfolio securities and denominations, consider the taxes applicable for investment in stocks, bonds and any other asset you would like to opt for. For instance, some investment schemes offer tax exemptions up to certain investment amounts. Also consider the long-term capital gain taxes levied upon the profits earned on selling assets after a year of having held them.
5 Review your portfolio at regular intervals. It is a good idea to review your portfolio once in 6 months. This helps to constantly update your portfolio vis-à-vis any changes in your income, expectations, objectives etc. This, in turn, enables you to make the right investment plans that commensurate with your objectives.
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