Why Rebalancing Your Portfolio Matters and How WE Do It

Описание: Even the most hands-off investors need a plan for staying on track. That's where rebalancing comes in.

Markets are always moving and life is always changing- rebalancing is a simple way to keep your portfolio aligned with your goals so that you can reap the maximum benefit.

In this episode, we break down this fundamental (and underused) investing habit step by step, and share a mistake we see far too many people make. Are you one of them?

We cover:

• What rebalancing is (and how we apply it to our portfolios)
• Why it matters (shouldn’t you want your winning stocks to run?)
• How to actually rebalance (two simple methods, with pros & cons)
• How often to rebalance (and how often we do it)
• The most common mistake (and how to avoid it)

Links Referenced:

🎧 Watch our 2020 v 2025 portfolio episode:    • What Were We Thinking? Our 2020 vs 2025 Po...  

and our DHHF and GHHF episode:    • ETF Explained: Betashares Diversified All ...  

Thanks to Betashares Direct for sponsoring this episode. Betashares Direct is designed to help self-directed investors build long-term wealth, find out more here. (https://www.betashares.com.au/direct)

📝 Download our FREE 4 step checklist (https://x40s1z0ymjt.typeform.com/to/G...) to analyse any stock (It’s beginner investor friendly).

00:00 Introduction to Rebalancing and Its Importance
02:04 Understanding Rebalancing and Its Benefits
05:43 Methods and Philosophies of Rebalancing
10:04 Personal Rebalancing Strategies and Risk Tolerance
11:55 Betashares Direct and Automated Rebalancing
13:19 Rebalancing Methods and Common Mistakes

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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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