How do I rebalance my portfolio?
Quick Answer
Pick a target allocation (e.g., 80% stocks, 20% bonds). Once or twice a year, sell what's above its target and buy what's below. In tax-advantaged accounts this is friction-free; in taxable, use new contributions to rebalance and avoid taxes.
Warren Team
Updated October 27, 2025
37
Warren Team
Updated October 27, 2025
37
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
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