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  1. Knowledge
  2. ›Glossary
  3. ›Rebalancing

Strategy

Rebalancing

Rebalancing restores a portfolio's original target allocation by buying and selling asset classes that have drifted from their weights.

Rebalancing is the process of bringing a portfolio's actual allocation back to its target weighting. Because individual asset classes perform differently, the weights drift over time.

Example: a 70/30 portfolio (equities and bonds) may end up at 80/20 after a market boom. Rebalancing restores the original 70/30 target allocation.

Common methods are time-based (for example once a year), threshold-based (for example from 5% deviation), or via cash flows, directing new contributions into the underweight class. The last approach tends to avoid transaction costs and taxes.

Related terms

Asset AllocationDiversificationSavings Plan (DCA)

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