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3.8 – Portfolio Drift Explained: When Should You Rebalance?
Portfolio drift happens when different investment returns gradually move your portfolio away from its intended allocation. Learn how to measure portfolio drift, understand when it changes risk, and decide when rebalancing may actually be necessary.
Compounding Investor
Sep 522 min read


3.3 – Portfolio Rebalancing Explained
Portfolio rebalancing explained graphic showing how market movements can cause equities, bonds and other assets to drift from their intended portfolio allocation.
Compounding Investor
Aug 2116 min read
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