The importance of rebalancing

Stock markets are not static and move both up and down. As a result, your asset mix—that is—the basket of different types of investments that make up your portfolio, may have shifted. Over time, your portfolio may have become weighted towards fixed income and away from equities, or conversely, overweighted in equities and underweighted in bonds. It’s important to regularly rebalance your portfolio.

Feel free to contact me or visit my website for more information.

 

Douglas J. Bodtcher                               
Investors Group Financial Services Inc.
780-448-1988 ext. 284
Douglas.Bodtcher@investorsgroup.com

 

Tags: ,

This entry was posted on Tuesday, July 2nd, 2013 at 5:16 pm and is filed under Edmonton, Investing, Statistics, Tips. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

The data included on this website is deemed to be reliable, but is not guaranteed to be accurate by the REALTORS® Association of Edmonton. The trademarks REALTOR®, REALTORS® and the REALTOR® logo are controlled by The Canadian Real Estate Association (CREA) and identify real estate professionals who are members of CREA. Used under license.