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Boomer Consumer Three payoffs to portfolio rebalancing By Rita R. Robison on April 9, 2021 at 5:26 PM Guest Blogger Many financial advisors advise their clients to rebalance an investment portfolio. But what does this mean and what are the payoffs? Your investment portfolio is made up of individual cash, stocks, mutual funds, or exchange traded funds or ETFs. These different types of securities are called asset classes. You choose a combination of these securities to give you the best risk and reward trade-offs for you. Your initial mix of cash, stocks, and bonds is your target mix, but your portfolio isn’t static. The value of your securities changes daily and thus your target mix is off the day after you set it up. A little variation is fine, but over time, your portfolio could be way off your first target mix.

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