Portfolio Rebalancing

Markets pull your mix away from target. See exactly what to buy and sell to get back in line.

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Rebalance trade

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Rebalancing sells what has grown beyond its target and buys what has lagged, keeping your risk where you want it. This shows the dollar trade to return to your target stock-and-bond split. In taxable accounts, consider the tax on sales and favor rebalancing with new contributions or in sheltered accounts.

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