'Combined rebalancing' diaporamas de présentation

Combined rebalancing - PowerPoint PPT Presentation

What Is Rebalancing Portfolio Services?

What Is Rebalancing Portfolio Services?

Rebalancing your assets including equity, mutual fund, debts, cash, Fixed Deposits. If you are dividing the portfolio assets into stocks or bonds then if in the market stocks have performed well and the Rebalancing portfolio advisor will do the process of adjusting the weights of the portfolio of assets.

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What Is Rebalancing Portfolio Services?

What Is Rebalancing Portfolio Services?

Rebalancing your assets including equity, mutual fund, debts, cash, Fixed Deposits. Rebalancing portfolio advisor will do the process of adjusting the weights of the portfolio of assets. Which means you can periodically buy and sell assets in a portfolio to maintain the original values of the assets. If you are dividing the portfolio assets into stocks or bonds then if in the market stocks have performed well and the portfolio values increase to 70 % then the investor can sell some stock and buy bonds to bring the portfolio assets values back to 50/50.

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24 views • 2 slides
What is Rebalancing Portfolio Services and how to manage it?

What is Rebalancing Portfolio Services and how to manage it?

Rebalancing your assets including equity, mutual fund, debts, cash, Fixed Deposits. Rebalancing portfolio advisor will do the process of adjusting the weights of your assets periodically. Which means you can periodically buy and sell assets in a portfolio to maintain the original values of the assets. If you are dividing the portfolio assets into stocks or bonds then if in the market stocks have performed well and the portfolio values increase to 70 % then the investor can sell some stock and buy bonds to bring the portfolio assets values back to 50/50.

★ ★ ★ ★ ★

21 views • 2 slides

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