Diversification & asset allocation

Rebalancing and reviewing

Keeping the plan on track without fiddling with it every time the news moves.

Market All India Global

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How often should I review or rebalance my portfolio? Rarely, on a schedule, not on the news. For most people once or twice a year is plenty: check that your split across equity, fixed income, and cash... 2 resources → What actually triggers a rebalance, a fixed date or a drift threshold? Both work, and the point of either is to stop you deciding case by case, which is where emotion creeps in. A calendar approach means you check on a... 2 resources → How do I stop myself from tinkering with my portfolio every time the market drops? This is the real game, and it's harder than the math. A few things that help founders sit still: write your plan down when you're calm, including y... 2 resources →
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