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How We Rebalance

Portfolio rebalancing is commonly mentioned in the financial media and among investors. Do you think you could explain it at a cocktail party? If you try, expect odd looks as you explain a strategy of selling some of your best performing assets and buying more of your underperforming assets. Rebalancing may seem counterintuitive, but it is an unemotional way of restoring the specific asset allocation designed for your desired level of risk and long-term financial goals.

Tony Watson, Chief Investment Officer at Portfolio Solutions®, helps you explore the topic of portfolio rebalancing further in this video. He explains in detail what it is and its potential benefits, from reducing your portfolio’s risk to increasing its returns. In a few minutes, you will understand the different ways you can rebalance your portfolio and the preferred method used by Portfolio Solutions®.