Keep Your Portfolio on Track for Retirement! As your financial goals and risk tolerance evolve, so should your investment portfolio. Regular rebalancing is essential to align your assets with your strategy and manage risk. **How often should you rebalance?** - **Calendar-based:** Review annually, semi-annually, or quarterly. - **Threshold-based:** Set limits (e.g., ±5%) and rebalance when needed. **Tips for Effective Rebalancing:** 1. Set clear targets for asset allocation. 2. Consider costs before selling assets. 3. Use new investments to balance underweight assets. 4. Stay disciplined and avoid emotional decisions. In retirement, rebalancing is critical for capital preservation and managing lower risk tolerance. Let’s create a tailored investment plan to support your financial goals. This guide does not constitute tax or legal advice. Consult a financial advisor for personalised recommendations. #RetirementPlanning #InvestmentStrategy #PortfolioManagement #FinancialGoals #Re...