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What is Rebalancing?
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The Investment Board: What does it mean to rebalance your investment portfolio? We explain
http://www.morningstar.co.uk
How To Rebalance Your Portfolio The Right Way To Get Higher Returns? | Step-by-Step Process
When the equity portion of your investment portfolio has increased significantly in value, conventional wisdom recommends rebalancing your portfolio to match your target asset allocation In this video, we explain to you with examples how rebalancing can help you generate better returns and, what is the right way of rebalancing the portfolio.
Topics Covered:
00:00 Introduction
01:02 HOW TO REBALANCE YOUR PORTFOLIO THE RIGHT WAY?
09:33 HOW TO REBALANCE YOUR PORTFOLIO?
13:27 HOW OFTEN SHOULD YOU REBALANCE THE PORTFOLIO?
14:41 ETMONEY OPINION
Rebalancing is the process of buying and selling parts of your portfolio with the objective of setting the weight of each asset class back to its original state
Why Do Rebalancing?
A rebalanced portfolio would not have been less impacted by the fall in equities but would have also been compensated for that loss with a spectacular performance on the debt front.
Rebalancing can reduce a portfolio’s risk exposure and at crucial times, bring a major uplift to the portfolio’s performance.
👉 HOW TO REBALANCE YOUR PORTFOLIO?
There are three types of rebalancing triggers that investors can use ..
1. Time trigger i.e. you set a schedule like a month, a quarter or once a year
2. Threshold trigger which happens when the portfolio deviates from its target asset allocation by a predetermined percentage like 5%, 10% or 15%
3. Combination trigger which combines time and the threshold trigger. In our opinion, it is this third strategy i.e. the combination of time and threshold that works best when it comes to rebalancing. And the workings of this are pretty simple you generally monitor your portfolio on a set time schedule but you are also flexible in terms of allowing an unscheduled rebalancing if the allocation deviates from tolerance target
The steps that need to be taken care:
Step 1 is for you to have an asset allocation plan and the best resource you can find for this is the asset allocation video on the ETMONEY Youtube channel.
https://www.youtube.com/watch?v=MYZO5D7puTA
Step 2 is to create a rebalancing plan wherein you can define the time trigger and the threshold trigger.
Step 3 is the actual tracking of your portfolio and the execution of a rebalancing exercise
As a part of execution, there a couple of areas that one needs to take care of:
1. You’ll need to know which funds you would like to retain and which ones you would want to redeem.
2. cost implications of rebalancing the tax implications like capital gains and also other fees like brokerage, exit loads etc.
👉 HOW OFTEN SHOULD YOU REBALANCE THE PORTFOLIO?
The frequency of rebalancing is a matter of choice Our suggestion here is that investors should everyday investors should rebalance their portfolio once a year
Along with convenience, an annual rebalancing also allows you to use the tax structures smartly which can be done in two ways ..
a) you can use tax loss harvesting to get rid of the weaker securities
b) you can delay the sale of some equities to beyond one year which reduces your capital gain from 15% to 10%
In addition to time, one should also be careful of the tolerance limits which preferably should be within the 5 to 10% range
👉 ETMONEY OPINION
On the face of it, rebalancing might seem counterintuitive. After all, it requires investors to sell parts of an asset class which has done well in the past year and to replace it with an asset whose recent record has been relatively poor.
Now this argument might hold in a trending market but when the tide turns, the rebalancing strategy is more than capable of reversing the situation which can then lead to massive performance gain and better risk control
Our take on rebalancing ..
• Treat rebalancing as a process much like how you invest in a disciplined manner using SIPs
• Understand that rebalancing is more of a risk control tool which means, over the long term it can bring about significant reduction in volatility .. but it might also slightly reduce your returns but overall you’ll end with a better riskadjusted return on your portfolio
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Fidelity Investments | How to Rebalance a Portfolio
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Today I take you through a Fidelity investment rebalance. We are changing investments on this Fidelity account to match closer to what the investor would feel comfortable with and have more growth in their 403 b plan. Many brokage accounts will be similar in how to rebalance your investment portfolio no matter if it’s a 403 b, 401k or regular IRA account.
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Maximize Returns Through Portfolio Rebalancing
Did you know that rebalancing your portfolio just once over a 16year period can make a huge impact on your investment returns? In “Maximize Returns Through Portfolio Rebalancing” I look at the reasons why you might need to rebalance your portfolio and the impact that different rebalancing strategies can have on your investment returns both before and after retirement.
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Saya Mulai Rebalancing Portofolio Reksadana | Podcast DBI Ep. 29
Sobat investor,
Rebalancing portofolio adalah strategi untuk menyesuaikan alokasi portofolio investasi. Rebalancing portofolio sendiri apabila dilakukan pada saat yang tepat bisa memaksimalkan kinerja portofolio reksa dana kita.
Dalam seminggu terakhir, saya memulai proses rebalancing portofolio investasi untuk dana pensiun saya di Bibit. Saya menjual beberapa reksa dana pasar uang dan reksa dana obligasi saya untuk dibelikan reksa dana saham berbasis indeks.
Di minggu ini saya akan membahas mengenai rebalancing portofolio. Saya akan menjawab 2 pertanyaan di video ini:
1. Bagaimana strategi rebalancing portofolio investasi dana pensiun saya?
2. Contoh proses rebalancing portofolio saya pada pertengahan tahun 2020 dan yang saya lakukan minggu lalu.
TIMESTAMP
0:00 Intro
1:47 Strategi Rebalancing Portofolio
3:57 Contoh Rebalancing Portfolio dengan Robo
5:38 Contoh Rebalancing Portfolio Manual di 2020
8:12 Contoh Rebalancing Portfolio Manual di 2021
9:29 Kesimpulan
9:54 Portofolio dana pensiun Bibit
Video ini merupakan seri terbaru Doddy Bicara Investasi yang berjudul Podcast 4% DBI yang terinspirasi dari konsep the 4% rule. Podcast ini akan menceritakan perjalanan portfolio investasi dana pensiun saya.
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