Rebalancing your portfolio: what, why and how to nail it

Get Started Investing

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5d ago 19:26

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Even the most hands-off investors need a plan for staying on track. That's where rebalancing comes in.

Markets are always moving and life is always changing- rebalancing is a simple way to keep your portfolio aligned with your goals so that you can reap the maximum benefit.

In this episode, we break down this fundamental (and underused) investing habit step by step, and share a mistake we see far too many people make. Are you one of them?

We cover:

What rebalancing is (and how we apply it to our portfolios)
Why it matters (shouldn’t you want your winning stocks to run?)
How to actually rebalance (two simple methods, with pros & cons)
How often to rebalance (and how often we do it)
The most common mistake (and how to avoid it)

Links Referenced:

🎧 Listen to: 2020 vs 2025 how are portfolios have changed and our DHHF and GHHF episode.

📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!

🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.

📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly).

Thanks to Betashares Direct for sponsoring this episode. Betashares Direct is designed to help self-directed investors build long-term wealth, find out more here.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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