Rebalancing your portfolio is about  buying and selling investments each year so they return to your original asset allocation. When you realise why you should do it each year, you will ask when you should rebalance, how you do it and why changing your plan depending on your stage of life is so important. 

General Advice warning:
Pearl Funds Management, an authorised representative AFS Rep No 001254808 of Banyan Securities Pty Ltd AFSL 484139
The information presented by us is general in nature and does not take into account your personal goals and objectives. It does not represent financial product advice. You should always seek independent legal and financial advice before making a decision in relation to a financial product. Read the Product Disclosure Statement (PDS) before making a decision. You should consider your own circumstances, needs and financial objectives before making a decision.

Daniella D'Ambrosio
5 February 2015