When you hear “rebalancing” in an investment context, one may immediately think of trimming back stocks that have outperformed and taking the opportunity to reallocate these funds to stocks that have pulled back. This helps to mitigate concentration risk, or the risk that you have too much of a given holding. What is also important when rebalancing is to assess current market conditions, and not just individual positions. Rebalancing is certainly a time to reposition back to the target asset allocation, but it is also a time to take a big picture view and assess other market conditions at play and see what opportunities are available.
Canadians can avoid committing a huge TFSA and RRSP mistake by understanding the critical difference between the two investment vehicles. The Toronto-Dominion Bank stock is an ideal holding in either account.
Presented by: Illustration: Veronica Park
If youâre a practicing physician whoâs thinking about retiring down the road, you might already know it can get complicated. Here are some simple questions that can help get you started.
If youâre a physician practicing in Canada, you might know that retirement can lookâ¦well, a little different for doctors. Many health care professionals spend years building and serving their practice, a calling that can be complicated and all-consuming. It can be hard to visualize what retirement even looks like, let alone know how much youâll need to save or where your retirement income will come from.
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