December’s rebalance saw modest but directional sector shifts, with IT gaining most notably in WisdomTree U.S. Dividend Index ...

It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...

This exercise allows investors to realign their portfolios with changing market conditions and evolving personal objectives.

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

If you were hoping for a one-size-fits all answer for the best time to rebalance a portfolio, I'm sorry to disappoint: Portfolio rebalancing is one of the most crucial yet debated aspects of ...

There are a few ways to rebalance a portfolio, but a new study suggests that the best method is to not rebalance at all. Researchers found that while rebalancing does help align portfolios to client ...

Tuesday’s column discussed how Vanguard Growth Index and Vanguard Value Index, the company’s first “strategic-beta” funds—that is, funds that slice broad indexes into smaller and presumably superior ...

Start with a clear investment objective—returns matter only in relation to the goal they are meant to achieve.Quantify goals ...

For advisors who want their portfolios to maintain stable risk-return profiles when the weight of assets stray from their chosen allocations, rebalancing is key. But it’s not so simple—how often ...

Rebalancing helps reduce volatility in your portfolio. There's no need to complicate matters, as two strategies produce very similar results. The penalty for not rebalancing, though, is substantial.

Forbes contributors publish independent expert analyses and insights. Expert on personal finance and planning and paying for college. An asset allocation balances investment risk and return by ...

Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...