Monthly Archives

July 2021

A guide to portfolio rebalancing

By | Investment Planning

When you start investing it can feel very satisfying to see your investments arranged as you like. You have your goals established (e.g. retire aged 68 with a £300,000 pot), a horizon in view – say, 20 years – and a clear, long-term strategy about your attitude to risk and your mix of assets (e.g. stocks-to-bonds ratio).

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