Automated Trading & Portfolio Rebalancing Tools

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2. Surprisingly many businessmen very well comprehend the worth of rebalancing their portfolio, as it is one of those investment strategies that can diversify the investment into a much programmed and right way. • But not many follow it since there is a lack of full-fledged information available or some investors prefer to rebalance their portfolios frequently, many others let it slide. • This is where it all goes wrong because it is one of the essential investment strategies that help your business to survive the competition effortlessly. • In simpler words, rebalancing is the strategy that adjusts your asset allocation to make sure it remains consistent with the investment goals. +45-25685705 www.investmentexcel.com info@investmentexcel.com

3. Every business requires a good investment portfolio but that needs to be diversified among different types of investments, which are called asset classes. • These classes consist of the largest classes of stocks, bonds, cash, real estate, and alternatives like precious metals. • All of the investments are considered within a target-date fund or another fund that automatically rebalances. • This ensures your investments are being automatically-managed with the investment account like Betterment, Wealthfront, to name a few. • If you miss out to rebalance your portfolio, then the major issue occurs within your business only, wherein you’ll find yourself with too much money in one asset class at the absolute worst time, and this mis-management finally leads to the doom of your business. +45-25685705 www.investmentexcel.com info@investmentexcel.com

4. There are three steps to rebalance: Review the ideal asset allocation. Determine the portfolio’s current allocation. Buy and sell shares to rebalance the portfolio. +45-25685705 www.investmentexcel.com info@investmentexcel.com

5. But one thing you cannot deny from is the fact that it is not as that simple as it seems. Rather, to be honest, rebalancing process of the investment portfolio is a demanding exercise, hence it is necessary to have a financial advisor for your business, and nothing suits better than the team of experts from Investment Excel team. • Their team has everything in their capacity to help you garner the best investment advises to grow further. +45-25685705 www.investmentexcel.com info@investmentexcel.com