Findex
Financial Education

What is rebalancing and why is it important?

Quick Answer:
Rebalancing restores your target allocation after market shifts.


Learn More:
Over time, outperforming assets grow overweight, increasing risk. Selling portions of winners and adding to laggards maintains discipline and long-term consistency. Findex notifies users when portfolios drift from their targets, simplifying when-to-act decisions.

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