Australian (ASX) Stock Market Forum

portfolio rebalancing

  1. M

    Rebalancing Investment Portfolio

    Hi Guys, 2 years ago a financial advisor helped me setup an investment portfolio using a combination of managed funds and ETF's. So far I have been pretty happy with the performance. However, I am now concerned that the %'s are a bit too heavy in the fixed income class. Current breakdown of...
  2. P

    Does Portfolio Rebalancing Work?

    Running my own SMSF and always on the lookout for different ideas to help maximise returns and read an article on re balancing, that is every 3 months or whatever time frame you choose you re balance your portfolio, so say you want 50% shares, 40% bonds and 10% property at the end of each...
  3. A

    Tactical asset allocation and portfolio rebalancing software?

    Hi I there any good free piece of software to build and manage my asset portfolio and rebalance it regularly ? Maybe an iPAD app or even an excel spreasheet ?