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Lesson 14 6 minute lesson Interactive
Rebalancing a Portfolio
Bring a portfolio back toward its intended mix after market changes shift the percentages.
Your progress0%
Lesson goal
Recognize when a portfolio has drifted and compare ways to rebalance it.
Three ideas to keep
1
Start with a target allocation
2
Review on a schedule or at meaningful thresholds
3
New contributions can help restore balance
Try it
Make the call
Your target is 70% stocks and 30% bonds, but growth moves it to 80% stocks. What action fits rebalancing?
Knowledge check
Lock it in
Why rebalance?
Finish both activities