DIY portfolio review: To rebalance or not?

Discover why and how all investors should evaluate their portfolio, and what actions to take should you determine a change is needed.

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Evaluating your portfolio and investments is something even the most experienced investors do on a regular basis. Market gains, losses, and volatility can cause your portfolio to become unbalanced and work against your strategy. In this recorded webinar, Fidelity’s Heather Knight dives into how to approach this often-forgotten aspect of investing.

During this session, she discussed the following and much more:

  • Evaluating your goals and investment positions
  • Creating a plan of attack — investing ideas, tools, and research
  • Executing on your plan — placing trades, working with an advisor, alternatives to self-managed accounts

Download transcript (PDF) | Download slides (PDF)



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