Investor
Don't lose your balance
By Steve Schubert
"As time goes by, and markets experience their ups and downs, an investor’s portfolio may experience gains in some asset classes and losses in others, causing their strategic asset allocation and actual portfolio to become unsynchronised.”
You’ve built a portfolio that perfectly matches your long-term needs and now all there is to do is to sit back and relax. Right? Wrong! Portfolios are not static. The recent boom and bust of
the Australian sharemarket has shown us again that markets can move quite sharply in either direction. But as markets move up and down, so does the weight of the assets in your portfolio, potentially
increasing your risk or lowering your returns. To keep your portfolio in shape, you need to regularly rebalance the assets in your portfolio as the market moves.
In this edition of Investor, we look at the concept of rebalancing and show how you should rebalance your asset allocation to successfully manage your portfolio.
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October 23, 2008October 3, 2008
September 23, 2008
September 16, 2008