Rebalancing your portfolio: put the mix back where you left it
Drift quietly turns your 60/40 into something riskier. Here's how to put the mix back, cheapest move first, and skip the tax where your country lets you.
Investing Fundamentals
Investing is the orderly business of paying your future self before your present self spends it. Stocks, bonds, wrappers, and the long wait.
The ground floor of investing, for anyone who wants to know how the machine works before putting money into it.
Start with what the stock market actually is and how it works. Then read about rebalancing, which is what keeps a portfolio at the mix you chose rather than the one the market drifted you into. There’s a rebalancing calculator for the sums.
More of the basics sit in Investing & Wealth Building, the section this one belongs to, including how to pick an ETF and how a simple three-fund portfolio works.
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