Skip to Content
Investing Specialists

Rebalancing: The Swiss Army Knife in Your Retirement Tool Kit

Scaling back appreciated equity positions can do more for you than reduce risk.

83%/17%.

That's the current asset allocation of a portfolio that was 60% equity/40% bond when the current market rally began in March 2009, assuming that none of the positions had been added to or subtracted from over the eight-plus year holding period.

To view this article, become a Morningstar Basic member.

Register for Free