Rebalancing
Bringing your portfolio back to its target mix, for example 80 % shares and 20 % bonds, after markets move.
It means selling some of what rose and buying what fell. Once a year or when the mix drifts by more than a few points is enough for most people.
Related terms
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Investing
Investing in Switzerland: broad ETFs, domicile and fees
A plain guide to a low-cost portfolio from Switzerland: why broad index funds, how fund domicile affects withholding tax and what fees do over 30 years.