How do I rebalance my portfolio?
Different classes of investments will probably grow at different rates. As a result, your asset allocation may drift out of balance over time, and you'll need to rebalance your investment holdings.
- Click the Investing tab.
- If necessary, click the Allocations button at the top of the page. If you've previously set up a target asset allocation, then Quicken displays two pie charts: one shows your actual current asset allocation and the other represents your target asset allocation. Compare the target and actual percentages of each class.
- Use Show Accounts to select whether you want to view asset allocation for all accounts, investment accounts only, retirement accounts only, all your investment accounts, for a specific account, or for a customized group of accounts. (Optional)
- In the Asset Allocation snapshot, click Options, and then choose Rebalance Portfolio.
Quicken displays a rebalancing table that shows all your asset classes and identifies where you need to increase or decrease holdings within a given class to get more in line with your target mix.
- Follow the on-screen instructions.
Notes
To rebalance a portfolio, you need to have previously:
- Downloaded asset classes for securities you own
- Set up a target asset allocation.
Always consider the impact of taxes and brokerage fees before buying and selling investments. For best results, you may want to consult with a financial advisor.