What is Portfolio Rebalancing, and How To Rebalance a Mutual Fund Portfolio?
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What is Portfolio Rebalancing, and How To Rebalance a Mutual Fund Portfolio?
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About this listen
Your portfolio is a lot like your wardrobe. If you never clean it up, rebalance it, or remove what no longer fits, things quietly go out of control.
In this episode of Moneywise, we break down portfolio rebalancing in simple, no-jargon language. From why ignoring rebalancing can slowly distort your mutual fund portfolio to how often it actually needs attention, this conversation cuts through the confusion without fear-mongering or flashy claims.
We talk about what rebalancing really means, how asset allocation drifts over time, and why a portfolio that once made sense may no longer match your goals today. Whether you’re new to mutual funds or already investing through SIPs, understanding how to rebalance a mutual fund portfolio is a core skill many investors overlook.
If you’ve ever wondered how one should do rebalancing in mutual funds or struggled with how to rebalance and analyse a mutual fund portfolio, this episode helps you think through the logic calmly and clearly. No shortcuts. No hype. Just a smarter way to look at your investments.
Chapters:
00:00 Intro
01:13 Understanding Rebalancing
03:49 When to Rebalance?
06:12 Rebalancing Method
07:53 Rebalancing Mistakes
10:00 Recap