Glossary
Rebalancing
Periodically adjusting your holdings back to your target mix (say 80% stocks, 20% bonds) after market moves push them out of line. It usually means trimming what rose and topping up what lagged.
What it means for you
Read the thinkingLiving off it The operating manual for living off a portfolio: the machine of selling, the cash buffer, the yearly amount, taxes when you sell, and the playbook for the bad decade. Written from four years of doing it.A simple rule that keeps your risk level steady and stops one good year from quietly taking over your portfolio.
Related terms
Every term, in plain English, on one page: the full glossary. Education, not advice.
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