Rebalancing your portfolio means moving money between investments to more closely match your target allocation.
Decide which adjustments (if any) to make. Use adjustment information as a guideline only! Always consider taxes and brokerage fees before buying or selling investments. When should I rebalance my portfolio?
Double-click a pie slice in Current Asset Allocation, below, to see investments in an asset class. What if I have mutual funds?
Search for new investments, or evaluate
potential investments.