There is no required schedule for rebalancing a portfolio, but best practice generally suggests examining allocations at least once a year. It is possible to go without rebalancing a portfolio for longer, but that puts the portfolio at risk of straying farther away from the intended weightings. Next time I hit the LSE library, I plan to ascend the stairs with a rebalancing approach. Or I might just take the lift.
Nandini Ramakrishnan is global market strategist of JP Morgan Asset Management
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