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What is rebalancing, and how and when will my portfolio be rebalanced?

Omar Senan avatar
Written by Omar Senan
Updated over 3 weeks ago

Over time, The value of in a diversified investment portfolio goes up and down due to the change in the value of the included assets, such as, stocks, sukkuk and real estate. This can cause a deviation in the value and allocation of the portfolio called drift.

To fix this drift, a rebalancing will be preformed where a buy and sell process will be done to reach to the targeted allocation.

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