Investing2 min read
RebalancingGerman: Rebalancing
Rebalancing means adjusting investment weights back towards a previously chosen target allocation.
In plain language
Market movements shift portfolio weights. You can adjust by buying and selling or directing new contributions. Scheduled reviews or predefined thresholds can support a systematic process.
Let’s make it concrete
An initial 60% equity weight rises to 70%. Contributions to other asset classes can move it closer to the target.
Simplified example for illustration.Worth understanding
Trading may trigger costs and taxes. More frequent adjustments are not automatically better.
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For further learning and reference:
Financial education for orientation. No individual investment, tax or legal advice.
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