Manage Your Portfolio
Rebalance Your Portfolio
Once you’ve reviewed and determined changes need to be made to your portfolio, you'll buy and sell investments to bring it back in line with your goals—called rebalancing. This ensures your portfolio stays on track with your time horizon and comfort with risk
For example, you may have decided to invest 60% of your portfolio in stocks, 30% in bonds and 10% in money market securities.
Out of Balance
If market activity causes the stock portion to increase significantly, you'll have a greater percentage invested in stocks than you intended.
Rebalancing-buying more bonds and money markets and selling stocks-gets your portfolio back to your desired 60/30/10 percentage mix.
If you don't want to make these changes yourself, we offer asset allocation portfolios. These professionally managed, automatically diversified investment solutions come in a single portfolio—a smart choice for long-term financial goals.
Make sure to consider the type of account you have as there may be fees, penalties or taxes associated with withdrawing or moving your money.
Diversification does not assure a profit nor does it protect against loss of principal.