Portfolio rebalancing is the process of realigning the weightings of a portfolio to maintain a desired allocation. Over time, as various investments perform differently, a portfolio can drift away from its initial target allocation. So, to correct this, portfolio rebalancing involves selling a portfolio’s best performing investments and using those proceeds to purchase more of a portfolio’s worst performing...
A Core-Satellite portfolio approach breaks down an investor's portfolio into two main components: the "core" index funds and the "satellite” active components. The core typically consists of a broad-based market index or a diversified fund that seeks to mimic the returns of the whole market or a benchmark. This core is expected to provide diversification and represents a large chunk of...
Investing is an essential part of building and securing wealth. While there are countless investment strategies available, they can generally be categorized into two main approaches: active investing vs passive investing. In this blog post, we will explore the differences between these two investment strategies, their pros and cons, and how to determine which approach may be right for you. Before...
