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Investing in 2025: How often should you rebalance your portfolio?
Mint Bangalore
|December 26, 2024
Tax and other fees should be carefully considered before selling investments
It's that time of year when people plan fresh starts. While gym memberships are part of many people's resolutions, some take a step back to review their investments.
In fact, several people make it a habit to review their portfolios at the end of every year. But the question remains: how often should you tweak your portfolio?
There's no straightforward answer.
Abhishek Kumar, founder of Sahaj Money, said his sweet spot is reviewing his investment portfolio once every six months. "It's not too frequent nor too laid back."
Kumar added that if the equity portion of an investor's portfolio swells up when stocks do well, it is advisable to bring it back to the predecided allocation level as per the investor's risk tolerance.
This story is from the December 26, 2024 edition of Mint Bangalore.
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