The Adviser Talk

Rebalancing Your Portfolio


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Periodic rebalancing is generally a good way to keep your investments on track and to prevent your portfolio from changing too drastically during volatile markets – like the one we are experiencing now with COVID-19 outbreak.

The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz


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The Adviser TalkBy by Stewart Group


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