Rebalancing


Also found in: Dictionary.

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 ?
However, if you followed a rebalancing strategy you would have purchased stocks during that time because the pullback would have caused you to be underweight equities.
20 April 2017 - Chicago, US-based digital advice platform Oranj has acquired a majority stake in Utah, US-based portfolio rebalancing software firm TradeWarrior Software to offer rebalancing functionality for financial advisers, the company said.
Weaker commodity prices, lower global growth and higher global risk aversion are the channels through which the Middle East, North Africa, Afghanistan and Pakistan (MENAP), the Caucasus and Central Asia (CCA) economies could be most affected by China's rebalancing, especially if the rebalancing leads to a hard landing, the International Monetary Fund (IMF) said on Wednesday.
This program objective of Duterte entails major rebalancing of the economy from being a consumption driven to investment and exports; services oriented to agriculture and manufacturing; from National Capital Region-centered to regional and rural development and, in due course, from fossil-fueled to renewable energy, Pernia said in a business forum Thursday.
rebalancing toward Asia is but one of a host of changes in the geostrategic context that are having a major impact on the EU's ability to emerge as a consequential actor on even the regional stage" (p.
The FAA alleges that FedExs failure to perform the rebalancing requirements rendered the aircraft unairworthy and that the company operated the aircraft on at least 133 flights when it was in that condition.
We're excited to acquire tRx because it adds a key capability -- tax-aware rebalancing -- to our suite of offerings," said Tricia Rothschild, head of global advisor solutions for Morningstar, in a statement.
Speaking at King's College London to an audience of business leaders, senior economists, Government officials and politicians, the CBI Director-General outlined how the UK economy is rebalancing.
If you can have the rebalancing done on an automated basis, we suggest going with that," Austin says.
WASHINGTON (CyHAN)- Washington's rebalancing to Asia policy may need some "rebalancing" so that the United States can maintain a good relationship with every nation in the region, China's ambassador here said Tuesday.
Market timing may not be recommended, but many financial advisers favor the concept of rebalancing your portfolio.
Orderly rebalancing entails restrained credit growth, easing the trade imbalance with steady decline in the savings rate relative to investment.