Have you created your investment portfolio and started your SIPs? Then there's one important concept you shouldn't ignore, portfolio rebalancing.
In this video, we explain what is portfolio rebalancing, why it matters, and how to rebalance an investment portfolio in a simple and practical way. You'll learn different portfolio rebalancing strategies, how often you should review your portfolio, and the risks of over-rebalancing.
In this video, we cover:
- What portfolio rebalancing is
- Why portfolio rebalancing is important
- How to rebalance mutual fund portfolio
- Time-based vs threshold-based rebalancing
- When to rebalance mutual fund portfolio
- Tax and exit load considerations
- Risk management through rebalancing
Portfolio rebalancing isn't about predicting the market or chasing higher returns. It's about maintaining the right balance between risk and reward, staying disciplined, and ensuring your investments remain aligned with your financial goals over time.
Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing.
More videos for you -
00:00 Introduction
00:25 What Is Portfolio Rebalancing?
01:32 Why Is Rebalancing Necessary
03:26 How To Rebalance Your Portfolio?
05:30 How Often Should You Rebalance?
06:26 Risks And Limitations
07:29 Conclusion
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