Rebalancing

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Rebalancing

Realigning the proportions of assets in a portfolio as needed.

Rebalancing

The act of changing the percentages of different types of securities in a portfolio, especially according to changes in one's investment goals. Most portfolios are diversified to a greater or lesser degree; that is, they contain different types of securities in different proportions. If one's investment goals change (or if the portfolio is not meeting them satisfactorily), one rebalances the portfolio in order to achieve them. For example, if a portfolio is half bonds and half stocks and an investor wishes to have lower risk, he/she might rebalance the portfolio to be three quarters bonds and one quarter stocks.
References in periodicals archive ?
The next rebalance begins on July 14, 2017 ("Next Rebalance Start Date") and June 29, 2017 was the selection date for this rebalance.
PDSH is against budget rebalance because it is late.
4 million bpd, which is still strong and means the market is rebalancing, but will not rebalance completely by the end of the year, however, it will somehow support prices," he added.
Origins and Evolution of the US Rebalance toward Asia: Diplomatic, Military, and Economic Dimensions delivers on what it sets out to do, which is to provide the most comprehensive and updated discussion of the meaning and instruments of the U.
Currently, more than 500 financial advisors from 175 firms rely on tRx to rebalance more than USD 20bn in client assets.
The tool is currently used by more than 500 advisors with 175 firms who use it to rebalance more than $20 billion in client assets.
According to Austin, plan sponsors should keep in mind the many investment options plan participants must rebalance.
Thomas Donilon of the Council on Foreign Relations spoke recently at the Brookings Institution about the Obama Administration's rebalance toward the Asia-Pacific region.
One approach is to rebalance by executing your asset sales in a tax-favored retirement plan such as a 401(k) or an IRA.
The moot point is whether the rebalance to Asia can in fact resolve the fundamental challenges facing the United States of America and its allies in the region.
The rebalance responds to the Asia-Pacific region's increased economic and strategic weight and seeks to bring U.
Much depends on how Chinese leaders rebalance the economy, and signs so far point to a smooth transition, explains Michael Pettis, author, finance professor at the University of Peking and senior associate at the Carnegie Endowment for International Peace.