Rebalancing

Rebalancing

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Rebalancing

Rebalancing definition:  Rebalancing is the act of returning a portfolio back to its targeted asset allocation mix. Assets that have appreciated above a certain level are sold, and the proceeds are used to buy underperforming assets.  The practice of rebalancing follows the mantra, “buy low and sell high”.

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