5 Steps To Portfolio Rebalancing

Published On: 04-Jul-2017

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This article was written by Christine Benz, Morningstar's director of personal finance, for morningstar.com. It has been edited for an Indian audience.If you've put off rebalancing because the process seems daunting to you, read on. The following step-by-step guide simplifies the task using some tools on Morningstar.in

Determine your asset allocation targets Read More
Find your current asset allocation Read More
Formulate a rebalancing plan Read More
Keep the tax angle in mind Read More
Make a habit of it Read More