Q. I saw a note in the goalwise portal about rebalancing, what is that? A. There are two types of rebalancing on Goalwise - SIP rebalancing and Portfolio rebalancing. Every year, we review and update our Mutual Fund selection based on the additional performance data for all the funds gathered
We recently updated our list of recommended Mutual Funds for 2019 based on our MF Selection Strategy. Based on this, we recommended our investors with ongoing SIPs to update their SIPs to the latest recommendations. We also recommended all investors to use our one-click Portfolio Rebalancing feature to move their
What is portfolio rebalancing? Portfolio rebalancing is the process of making changes in your existing portfolio so that it matches the currently recommended/desired portfolio for you. It involves periodically selling and buying assets in a portfolio in order to keep the portfolio aligned to a strategy or risk level.