Give your portfolio a New Year clean-up

To be a successful investor, you have to be disciplined. You need to decide on a strategy, allocate your money to your investments accordingly, and then stick with that through the ups and downs the markets will inevitably bring.

That doesn’t mean you have to be obsessively monitoring your portfolio on a daily basis. But you should review it regularly – and the New Year is the perfect time for many of us to do so. And one of the most vital jobs is ‘rebalancing’.

What is rebalancing?

None of us is able to predict the future. So a [...]

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