Rebalancing
Portfolio Rebalancing
Investment PlanningPeriodically restoring a portfolio to its target allocation by trimming what has grown and adding to what has lagged.
Why it matters
Rebalancing enforces buy-low, sell-high mechanically and keeps risk from drifting upward after long rallies.
Indian example
Related terms
Learn the concept
Time Value of Money →From the research
Methodology
How The Valuation Node Approaches Research
The research method behind The Valuation Node, how assumptions are stated, how sources are chosen, and how uncertainty is disclosed in every published analysis.
ValuationWhat Three Years of a Cash Flow Statement Reveals That One Year Hides
A single year of cash flow is a snapshot. Three years is a story. Learn what the trend reveals about earnings quality, funding, and sustainability.
ValuationComparing Two Companies on ROE, and Why the Higher One Is Not Always Better
Two companies can report the same ROE for very different reasons. DuPont analysis shows why an ROE built on leverage is not the same as one built on quality.