Rebalancing 101
Educational only — not financial advice. Updated 2025-11-12
Restore your chosen risk level on a schedule.
Why Rebalancing Exists
Markets drift; rebalancing resets risk to target and enforces buy-low/sell-high.
Calendar vs Threshold
| Method | Pros |
|---|---|
| Calendar | Simple |
| Threshold | Trades only when needed |
Math Walkthrough
Before: 63/37 [███████▌|███▋] After : 60/40 [███████ |████]