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Rebalancing

Rebalancing means adjusting your portfolio back to your target asset allocation.

Por que importa

It helps keep risk aligned with your plan instead of drifting after big market moves.

Exemplo simples

If stocks rise and become 80% of a 70/30 portfolio, you sell some stocks and buy bonds to restore 70/30.

Erros comuns

  • Never rebalancing and letting risk drift.
  • Rebalancing too often without considering costs/taxes.
  • Treating rebalancing as a market-timing signal.

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