Skip to Content
US Videos

Mechanics of Rebalancing

Strategic investors should keep both their most recent and their impending allocation targets in mind when rebalancing their portfolios, says Morningstar's Christine Benz.

Jason Stipp: I'm Jason Stipp for Morningstar. As part of Morningstar's 5 Days to Better Investing, today, we're talking about getting your timing right--specifically, getting your timing right with portfolio allocation and rebalancing. Here with me to discuss this is Morningstar's Christine Benz, director of personal finance.

Thanks for joining me, Christine.